Howard Capital Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Howard Capital 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
2022 Q1	–	Sell	-4,231	Closed	-$355K	–	54
2021 Q4	$355K	Buy	4,231 +354	+9%	+$29.3K	0.04%	53
2021 Q3	$300K	Sell	3,877 -268,422	-99%	-$21.1M	0.04%	49
2021 Q2	$21.1M	Sell	272,299 -281,053	-51%	-$21.6M	4.01%	8
2021 Q1	$42.5M	Buy	553,352 +47,572	+9%	+$3.46M	7.56%	5
2020 Q4	$35.8M	Buy	505,780 +22,792	+5%	+$1.51M	7.13%	5
2020 Q3	$30.2M	Buy	482,988 +366,088	+313%	+$22.1M	6.91%	5
2020 Q2	$6.55M	Buy	+116,900	New	+$6.05M	1.84%	7

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Howard Capital Management's IYC Position: Q1 2022 in Review

Howard Capital Management sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2022, closing a stake of 4,231 shares — an estimated $355K sold.

Howard Capital Management first reported a position in IYC in Q2 2020 and held it in 7 quarters. The position peaked at $42.5M in Q1 2021. 197 funds tracked by Wall St. Rank hold IYC as of Q1 2022.

Howard Capital Management reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2022 after selling out during the quarter.
Howard Capital Management sold 4,231 iShares US Consumer Discretionary ETF shares in Q1 2022, an estimated $355K.
Howard Capital Management first reported a position in iShares US Consumer Discretionary ETF in Q2 2020 and held it in 7 quarters.
Howard Capital Management's iShares US Consumer Discretionary ETF position peaked at $42.5M in Q1 2021.
197 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2022.

Based on Howard Capital Management's 13F filing for Q1 2022, filed 2 May 2022.