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Capital Analysts LLC’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Capital Analysts LLC’s Portfolio IYC Stock Details IYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-125
Closed -$9K – 1014
2021
Q1 		$9K Buy
+125
New +$9.1K ﹤0.01% 804

Other funds holding IYC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Capital Analysts LLC's IYC Position: Q2 2021 in Review

Capital Analysts LLC sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2021, closing a stake of 125 shares — an estimated $9K sold.

Capital Analysts LLC first reported a position in IYC in Q1 2021 and held it in 1 quarter. The position peaked at $9K in Q1 2021. 210 funds tracked by Wall St. Rank hold IYC as of Q2 2021.

  • Capital Analysts LLC reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2021 after selling out during the quarter.
  • Capital Analysts LLC sold 125 iShares US Consumer Discretionary ETF shares in Q2 2021, an estimated $9K.
  • Capital Analysts LLC first reported a position in iShares US Consumer Discretionary ETF in Q1 2021 and held it in 1 quarter.
  • Capital Analysts LLC's iShares US Consumer Discretionary ETF position peaked at $9K in Q1 2021.
  • 210 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2021.

Based on Capital Analysts LLC's 13F filing for Q2 2021, filed 5 Aug 2021.