CMA
IYC icon

Cedar Mountain Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Cedar Mountain 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
2020
Q3 		– Sell
-76
Closed -$4K – 262
2020
Q2 		$4K Hold
76
– – ﹤0.01% 189
2020
Q1 		$3K Hold
76
– – ﹤0.01% 185
2019
Q4 		$4K Buy
+76
New +$4.22K ﹤0.01% 185

Other funds holding IYC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Cedar Mountain Advisors's IYC Position: Q3 2020 in Review

Cedar Mountain Advisors sold out of iShares US Consumer Discretionary ETF (IYC) in Q3 2020, closing a stake of 76 shares — an estimated $4K sold.

Cedar Mountain Advisors first reported a position in IYC in Q4 2019 and held it in 3 quarters. The position peaked at $4K in Q2 2020. 177 funds tracked by Wall St. Rank hold IYC as of Q3 2020.

  • Cedar Mountain Advisors reported no remaining iShares US Consumer Discretionary ETF position as of Q3 2020 after selling out during the quarter.
  • Cedar Mountain Advisors sold 76 iShares US Consumer Discretionary ETF shares in Q3 2020, an estimated $4K.
  • Cedar Mountain Advisors first reported a position in iShares US Consumer Discretionary ETF in Q4 2019 and held it in 3 quarters.
  • Cedar Mountain Advisors's iShares US Consumer Discretionary ETF position peaked at $4K in Q2 2020.
  • 177 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2020.

Based on Cedar Mountain Advisors's 13F filing for Q3 2020, filed 21 Oct 2020.