IFG Advisory’s iShares US Consumer Discretionary ETF IYC Stock Holding History

IFG Advisory’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
2018 Q4	–	Sell	-7,620	Closed	-$403K	–	348
2018 Q3	$403K	Hold	7,620	–	–	0.08%	243
2018 Q2	$369K	Buy	7,620 +560	+8%	+$26.4K	0.08%	237
2018 Q1	$321K	Buy	7,060 +2,032	+40%	+$95.6K	0.07%	257
2017 Q4	$225K	Buy	+5,028	New	+$214K	0.05%	296

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

BDS

Banco de Sabadell Miami, Florida $151M AUM 22.94% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

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

PWAG

Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

IFG Advisory's IYC Position: Q4 2018 in Review

IFG Advisory sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2018, closing a stake of 7,620 shares — an estimated $403K sold.

IFG Advisory first reported a position in IYC in Q4 2017 and held it in 4 quarters. The position peaked at $403K in Q3 2018. 173 funds tracked by Wall St. Rank hold IYC as of Q4 2018.

IFG Advisory reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2018 after selling out during the quarter.
IFG Advisory sold 7,620 iShares US Consumer Discretionary ETF shares in Q4 2018, an estimated $403K.
IFG Advisory first reported a position in iShares US Consumer Discretionary ETF in Q4 2017 and held it in 4 quarters.
IFG Advisory's iShares US Consumer Discretionary ETF position peaked at $403K in Q3 2018.
173 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2018.

Based on IFG Advisory's 13F filing for Q4 2018, filed 7 Feb 2019.