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

Kelly 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	-300	Closed	-$22.4K	–	650
2021 Q1	$22.4K	Hold	300	–	–	0.01%	212
2020 Q4	$21.1K	Hold	300	–	–	0.01%	190
2020 Q3	$18.8K	Hold	300	–	–	0.01%	182
2020 Q2	$16.4K	Hold	300	–	–	0.01%	188
2020 Q1	$13.3K	Hold	300	–	–	0.02%	185
2019 Q4	$17.1K	Hold	300	–	–	0.01%	180
2019 Q3	$16.3K	Hold	300	–	–	0.01%	171
2019 Q2	$16.3K	Hold	300	–	–	0.01%	169
2019 Q1	$15.3K	Buy	+300	New	+$14.8K	0.02%	173

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

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

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

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

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

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

RJFSA

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

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

Kelly Financial Services sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2021, closing a stake of 300 shares — an estimated $22.4K sold.

Kelly Financial Services first reported a position in IYC in Q1 2019 and held it in 9 quarters. The position peaked at $22.4K in Q1 2021. 210 funds tracked by Wall St. Rank hold IYC as of Q2 2021.

Kelly Financial Services reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2021 after selling out during the quarter.
Kelly Financial Services sold 300 iShares US Consumer Discretionary ETF shares in Q2 2021, an estimated $22.4K.
Kelly Financial Services first reported a position in iShares US Consumer Discretionary ETF in Q1 2019 and held it in 9 quarters.
Kelly Financial Services's iShares US Consumer Discretionary ETF position peaked at $22.4K in Q1 2021.
210 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2021.

Based on Kelly Financial Services's 13F filing for Q2 2021, filed 17 Jul 2024.