IHT Wealth Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

IHT Wealth 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	-7,864	Closed	-$661K	–	816
2021 Q4	$661K	Buy	7,864 +4	+0.1%	+$331	0.05%	356
2021 Q3	$608K	Buy	7,860 +190	+2%	+$14.9K	0.05%	364
2021 Q2	$595K	Buy	7,670 +127	+2%	+$9.74K	0.04%	475
2021 Q1	$564K	Buy	7,543 +8	+0.1%	+$582	0.04%	416
2020 Q4	$531K	Buy	7,535 +15	+0.2%	+$996	0.04%	388
2020 Q3	$470K	Sell	7,520 -68	-0.9%	-$4.11K	0.05%	364
2020 Q2	$416K	Sell	7,588 -432	-5%	-$22.3K	0.06%	324
2020 Q1	$355K	Buy	8,020 +680	+9%	+$36.4K	0.05%	342
2019 Q4	$419K	Sell	7,340 -1,692	-19%	-$93.9K	0.05%	361
2019 Q3	$491K	Buy	9,032 +2,692	+42%	+$148K	0.07%	317
2019 Q2	$345K	Buy	6,340 +528	+9%	+$28.1K	0.05%	364
2019 Q1	$297K	Sell	5,812 -1,496	-20%	-$73.6K	0.05%	364
2018 Q4	$331K	Buy	+7,308	New	+$355K	0.06%	309
2018 Q2	–	Sell	-700	Closed	-$31K	–	900
2018 Q1	$31K	Buy	700 +144	+26%	+$6.77K	0.01%	832
2017 Q4	$26K	Hold	556	–	–	0.01%	908
2017 Q3	$23K	Hold	556	–	–	0.01%	731
2017 Q2	$414	Buy	+556	New	+$22.9K	0.2%	124

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

IHT Wealth Management's IYC Position: Q1 2022 in Review

IHT Wealth Management sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2022, closing a stake of 7,864 shares — an estimated $661K sold.

IHT Wealth Management first reported a position in IYC in Q2 2017 and held it in 17 quarters. The position peaked at $661K in Q4 2021. 197 funds tracked by Wall St. Rank hold IYC as of Q1 2022.

IHT Wealth Management reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2022 after selling out during the quarter.
IHT Wealth Management sold 7,864 iShares US Consumer Discretionary ETF shares in Q1 2022, an estimated $661K.
IHT Wealth Management first reported a position in iShares US Consumer Discretionary ETF in Q2 2017 and held it in 17 quarters.
IHT Wealth Management's iShares US Consumer Discretionary ETF position peaked at $661K in Q4 2021.
197 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2022.

Based on IHT Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.