Kore Private Wealth’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Kore Private Wealth’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	-6,116	Closed	-$514K	–	330
2021 Q4	$514K	Sell	6,116 -18,019	-75%	-$1.49M	0.06%	169
2021 Q3	$1.87M	Buy	24,135 +4,311	+22%	+$339K	0.2%	91
2021 Q2	$1.54M	Buy	19,824 +7,638	+63%	+$586K	0.17%	103
2021 Q1	$912K	Buy	12,186 +7,434	+156%	+$541K	0.12%	117
2020 Q4	$335K	Sell	4,752 -1,904	-29%	-$126K	0.05%	212
2020 Q3	$416K	Buy	6,656 +3,112	+88%	+$188K	0.08%	155
2020 Q2	$194K	Buy	3,544 +544	+18%	+$28.1K	0.04%	235
2020 Q1	$133K	Buy	3,000 +1,048	+54%	+$56K	0.03%	265
2019 Q4	$111K	Buy	+1,952	New	+$108K	0.02%	346
2019 Q1	–	Sell	-548	Closed	-$25K	–	947
2018 Q4	$25K	Buy	+548	New	+$26.6K	0.01%	464

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

Kore Private Wealth's IYC Position: Q1 2022 in Review

Kore Private Wealth sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2022, closing a stake of 6,116 shares — an estimated $514K sold.

Kore Private Wealth first reported a position in IYC in Q4 2018 and held it in 10 quarters. The position peaked at $1.87M in Q3 2021. 197 funds tracked by Wall St. Rank hold IYC as of Q1 2022.

Kore Private Wealth reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2022 after selling out during the quarter.
Kore Private Wealth sold 6,116 iShares US Consumer Discretionary ETF shares in Q1 2022, an estimated $514K.
Kore Private Wealth first reported a position in iShares US Consumer Discretionary ETF in Q4 2018 and held it in 10 quarters.
Kore Private Wealth's iShares US Consumer Discretionary ETF position peaked at $1.87M in Q3 2021.
197 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2022.

Based on Kore Private Wealth's 13F filing for Q1 2022, filed 13 May 2022.