GDP
IYC icon

Great Diamond Partners’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Great Diamond Partners’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
Q1 		– Sell
-172
Closed -$9K – 370
2019
Q4 		$9K Buy
+172
New +$9.54K ﹤0.01% 572

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
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 $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Great Diamond Partners's IYC Position: Q1 2020 in Review

Great Diamond Partners sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2020, closing a stake of 172 shares — an estimated $9K sold.

Great Diamond Partners first reported a position in IYC in Q4 2019 and held it in 1 quarter. The position peaked at $9K in Q4 2019. 144 funds tracked by Wall St. Rank hold IYC as of Q1 2020.

  • Great Diamond Partners reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2020 after selling out during the quarter.
  • Great Diamond Partners sold 172 iShares US Consumer Discretionary ETF shares in Q1 2020, an estimated $9K.
  • Great Diamond Partners first reported a position in iShares US Consumer Discretionary ETF in Q4 2019 and held it in 1 quarter.
  • Great Diamond Partners's iShares US Consumer Discretionary ETF position peaked at $9K in Q4 2019.
  • 144 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.