Marshall Financial Group (Maryland)’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Marshall Financial Group (Maryland)’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	-2,600	Closed	-$218K	–	214
2021 Q4	$218K	Sell	2,600 -600	-19%	-$49.7K	0.08%	203
2021 Q3	$247K	Sell	3,200 -1,000	-24%	-$78.7K	0.13%	156
2021 Q2	$326K	Buy	4,200 +400	+11%	+$30.7K	0.18%	143
2021 Q1	$284K	Buy	+3,800	New	+$277K	0.17%	115

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

Marshall Financial Group (Maryland)'s IYC Position: Q1 2022 in Review

Marshall Financial Group (Maryland) sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2022, closing a stake of 2,600 shares — an estimated $218K sold.

Marshall Financial Group (Maryland) first reported a position in IYC in Q1 2021 and held it in 4 quarters. The position peaked at $326K in Q2 2021. 197 funds tracked by Wall St. Rank hold IYC as of Q1 2022.

Marshall Financial Group (Maryland) reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2022 after selling out during the quarter.
Marshall Financial Group (Maryland) sold 2,600 iShares US Consumer Discretionary ETF shares in Q1 2022, an estimated $218K.
Marshall Financial Group (Maryland) first reported a position in iShares US Consumer Discretionary ETF in Q1 2021 and held it in 4 quarters.
Marshall Financial Group (Maryland)'s iShares US Consumer Discretionary ETF position peaked at $326K in Q2 2021.
197 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2022.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q1 2022, filed 10 May 2022.