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Ifrah Financial Services’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Ifrah Financial Services’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
2021
Q2 		– Sell
-6,567
Closed -$491K – 216
2021
Q1 		$491K Sell
6,567
-3,274
-33% -$238K 0.15% 118
2020
Q4 		$694K Sell
9,841
-339
-3% -$22.5K 0.22% 79
2020
Q3 		$636K Sell
10,180
-184
-2% -$11.1K 0.23% 75
2020
Q2 		$568K Sell
10,364
-360
-3% -$18.6K 0.21% 82
2020
Q1 		$475K Buy
10,724
+3,760
+54% +$201K 0.2% 86
2019
Q4 		$397K Sell
6,964
-88
-1% -$4.88K 0.14% 129
2019
Q3 		$383K Sell
7,052
-192
-3% -$10.5K 0.14% 120
2019
Q2 		$394K Sell
7,244
-76
-1% -$4.04K 0.15% 118
2019
Q1 		$374K Sell
7,320
-72
-1% -$3.54K 0.14% 126
2018
Q4 		$334K Sell
7,392
-908
-11% -$44.2K 0.14% 125
2018
Q3 		$439K Buy
8,300
+3,736
+82% +$190K 0.16% 125
2018
Q2 		$221K Buy
+4,564
New +$215K 0.08% 167
2016
Q3 		– Sell
-11,112
Closed -$399K – 209
2016
Q2 		$399K Sell
11,112
-152
-1% -$5.48K 0.16% 117
2016
Q1 		$411K Sell
11,264
-296
-3% -$10.2K 0.16% 114
2015
Q4 		$418K Sell
11,560
-28
-0.2% -$1.02K 0.17% 111
2015
Q3 		$399K Sell
11,588
-12
-0.1% -$433 0.16% 114
2015
Q2 		$415K Buy
+11,600
New +$419K 0.15% 113
2014
Q2 		– Sell
-13,944
Closed -$419K – 208
2014
Q1 		$419K Sell
13,944
-276
-2% -$8.29K 0.16% 108
2013
Q4 		$432K Buy
+14,220
New +$412K 0.17% 111

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ifrah Financial Services's IYC Position: Q2 2021 in Review

Ifrah Financial Services sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2021, closing a stake of 6,567 shares — an estimated $491K sold.

Ifrah Financial Services first reported a position in IYC in Q4 2013 and held it in 19 quarters. The position peaked at $694K in Q4 2020. 210 funds tracked by Wall St. Rank hold IYC as of Q2 2021.

  • Ifrah Financial Services reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2021 after selling out during the quarter.
  • Ifrah Financial Services sold 6,567 iShares US Consumer Discretionary ETF shares in Q2 2021, an estimated $491K.
  • Ifrah Financial Services first reported a position in iShares US Consumer Discretionary ETF in Q4 2013 and held it in 19 quarters.
  • Ifrah Financial Services's iShares US Consumer Discretionary ETF position peaked at $694K in Q4 2020.
  • 210 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2021.

Based on Ifrah Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.