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FormulaFolio Investments’s iShares US Consumer Discretionary ETF IYC Stock Holding History

FormulaFolio Investments’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
Q4 		– Sell
-4,436
Closed -$277K – 677
2020
Q3 		$277K Buy
+4,436
New +$268K 0.01% 265

Other funds holding IYC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

FormulaFolio Investments's IYC Position: Q4 2020 in Review

FormulaFolio Investments sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2020, closing a stake of 4,436 shares — an estimated $277K sold.

FormulaFolio Investments first reported a position in IYC in Q3 2020 and held it in 1 quarter. The position peaked at $277K in Q3 2020. 196 funds tracked by Wall St. Rank hold IYC as of Q4 2020.

  • FormulaFolio Investments reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2020 after selling out during the quarter.
  • FormulaFolio Investments sold 4,436 iShares US Consumer Discretionary ETF shares in Q4 2020, an estimated $277K.
  • FormulaFolio Investments first reported a position in iShares US Consumer Discretionary ETF in Q3 2020 and held it in 1 quarter.
  • FormulaFolio Investments's iShares US Consumer Discretionary ETF position peaked at $277K in Q3 2020.
  • 196 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2020.

Based on FormulaFolio Investments's 13F filing for Q4 2020, filed 2 Mar 2021.