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Freedom Investment Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Freedom Investment Management’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
2019
Q3 		– Sell
-37,784
Closed -$2.06M – 718
2019
Q2 		$2.06M Sell
37,784
-5,484
-13% -$291K 0.17% 125
2019
Q1 		$2.21M Sell
43,268
-68,196
-61% -$3.35M 0.18% 122
2018
Q4 		$5.04M Buy
+111,464
New +$5.42M 0.39% 37

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Freedom Investment Management's IYC Position: Q3 2019 in Review

Freedom Investment Management sold out of iShares US Consumer Discretionary ETF (IYC) in Q3 2019, closing a stake of 37,784 shares — an estimated $2.06M sold.

Freedom Investment Management first reported a position in IYC in Q4 2018 and held it in 3 quarters. The position peaked at $5.04M in Q4 2018. 173 funds tracked by Wall St. Rank hold IYC as of Q3 2019.

  • Freedom Investment Management reported no remaining iShares US Consumer Discretionary ETF position as of Q3 2019 after selling out during the quarter.
  • Freedom Investment Management sold 37,784 iShares US Consumer Discretionary ETF shares in Q3 2019, an estimated $2.06M.
  • Freedom Investment Management first reported a position in iShares US Consumer Discretionary ETF in Q4 2018 and held it in 3 quarters.
  • Freedom Investment Management's iShares US Consumer Discretionary ETF position peaked at $5.04M in Q4 2018.
  • 173 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2019.

Based on Freedom Investment Management's 13F filing for Q3 2019, filed 5 Nov 2019.