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Mid Atlantic Financial Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Mid Atlantic Financial 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
2021
Q1 		– Sell
-2,885
Closed -$203K – 884
2020
Q4 		$203K Buy
+2,885
New +$192K 0.02% 714

Other funds holding IYC

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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
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mid Atlantic Financial Management's IYC Position: Q1 2021 in Review

Mid Atlantic Financial Management sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2021, closing a stake of 2,885 shares — an estimated $203K sold.

Mid Atlantic Financial Management first reported a position in IYC in Q4 2020 and held it in 1 quarter. The position peaked at $203K in Q4 2020. 206 funds tracked by Wall St. Rank hold IYC as of Q1 2021.

  • Mid Atlantic Financial Management reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2021 after selling out during the quarter.
  • Mid Atlantic Financial Management sold 2,885 iShares US Consumer Discretionary ETF shares in Q1 2021, an estimated $203K.
  • Mid Atlantic Financial Management first reported a position in iShares US Consumer Discretionary ETF in Q4 2020 and held it in 1 quarter.
  • Mid Atlantic Financial Management's iShares US Consumer Discretionary ETF position peaked at $203K in Q4 2020.
  • 206 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q1 2021, filed 11 May 2021.