Cascade Investment Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Cascade Investment Advisors’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
2022 Q2	–	Sell	-600	Closed	-$45K	–	246
2022 Q1	$45K	Sell	600 -100	-14%	-$7.52K	0.03%	169
2021 Q4	$58.8K	Hold	700	–	–	0.03%	157
2021 Q3	$54.1K	Hold	700	–	–	0.04%	155
2021 Q2	$54.3K	Hold	700	–	–	0.03%	156
2021 Q1	$52.4K	Hold	700	–	–	0.03%	157
2020 Q4	$49.4K	Hold	700	–	–	0.04%	160
2020 Q3	$43.8K	Hold	700	–	–	0.04%	161
2020 Q2	$38.3K	Hold	700	–	–	0.04%	159
2020 Q1	$31K	Hold	700	–	–	0.03%	159
2019 Q4	$39.9K	Hold	700	–	–	0.03%	164
2019 Q3	$38K	Hold	700	–	–	0.03%	164
2019 Q2	$38.1K	Buy	+700	New	+$37.2K	0.03%	153

Other funds holding IYC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Cascade Investment Advisors's IYC Position: Q2 2022 in Review

Cascade Investment Advisors sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2022, closing a stake of 600 shares — an estimated $45K sold.

Cascade Investment Advisors first reported a position in IYC in Q2 2019 and held it in 12 quarters. The position peaked at $58.8K in Q4 2021. 174 funds tracked by Wall St. Rank hold IYC as of Q2 2022.

Cascade Investment Advisors reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2022 after selling out during the quarter.
Cascade Investment Advisors sold 600 iShares US Consumer Discretionary ETF shares in Q2 2022, an estimated $45K.
Cascade Investment Advisors first reported a position in iShares US Consumer Discretionary ETF in Q2 2019 and held it in 12 quarters.
Cascade Investment Advisors's iShares US Consumer Discretionary ETF position peaked at $58.8K in Q4 2021.
174 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2022.

Based on Cascade Investment Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.