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Garrett Wealth Advisory Group’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Garrett Wealth Advisory Group’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
Q4 		– Sell
-1,944
Closed -$106K – 353
2019
Q3 		$106K Buy
+1,944
New +$107K 0.07% 83

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Garrett Wealth Advisory Group's IYC Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2019, closing a stake of 1,944 shares — an estimated $106K sold.

Garrett Wealth Advisory Group first reported a position in IYC in Q3 2019 and held it in 1 quarter. The position peaked at $106K in Q3 2019. 176 funds tracked by Wall St. Rank hold IYC as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 1,944 iShares US Consumer Discretionary ETF shares in Q4 2019, an estimated $106K.
  • Garrett Wealth Advisory Group first reported a position in iShares US Consumer Discretionary ETF in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's iShares US Consumer Discretionary ETF position peaked at $106K in Q3 2019.
  • 176 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.