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

FDx 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
2021 Q3	–	Sell	-64,246	Closed	-$4.99M	–	833
2021 Q2	$4.99M	Sell	64,246 -4,825	-7%	-$370K	0.17%	116
2021 Q1	$5.17M	Buy	+69,071	New	+$5.03M	0.2%	102
2017 Q1	–	Sell	-12,720	Closed	-$480K	–	1167
2016 Q4	$480K	Buy	+12,720	New	+$473K	0.01%	785

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

RJFSA

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

FDx Advisors's IYC Position: Q3 2021 in Review

FDx Advisors sold out of iShares US Consumer Discretionary ETF (IYC) in Q3 2021, closing a stake of 64,246 shares — an estimated $4.99M sold.

FDx Advisors first reported a position in IYC in Q4 2016 and held it in 3 quarters. The position peaked at $5.17M in Q1 2021. 203 funds tracked by Wall St. Rank hold IYC as of Q3 2021.

FDx Advisors reported no remaining iShares US Consumer Discretionary ETF position as of Q3 2021 after selling out during the quarter.
FDx Advisors sold 64,246 iShares US Consumer Discretionary ETF shares in Q3 2021, an estimated $4.99M.
FDx Advisors first reported a position in iShares US Consumer Discretionary ETF in Q4 2016 and held it in 3 quarters.
FDx Advisors's iShares US Consumer Discretionary ETF position peaked at $5.17M in Q1 2021.
203 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2021.

Based on FDx Advisors's 13F filing for Q3 2021, filed 8 Oct 2021.