Money Concepts Capital’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-3,006	Closed	-$171K	–	1741
2022 Q4	$171K	Buy	3,006 +1,208	+67%	+$72.3K	0.01%	757
2022 Q3	$105K	Hold	1,798	–	–	0.01%	567
2022 Q2	$104K	Sell	1,798 -2,927	-62%	-$189K	0.01%	556
2022 Q1	$355K	Buy	4,725 +2,927	+163%	+$220K	0.02%	531
2021 Q4	$151K	Buy	+1,798	New	+$149K	0.01%	513
2021 Q1	$158K	Sell	2,106 -6,877	-77%	-$501K	0.01%	483
2020 Q4	$633K	Buy	+8,983	New	+$597K	0.06%	255

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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

QFA

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

Money Concepts Capital's IYC Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2023, closing a stake of 3,006 shares — an estimated $171K sold.

Money Concepts Capital first reported a position in IYC in Q4 2020 and held it in 7 quarters. The position peaked at $633K in Q4 2020. 182 funds tracked by Wall St. Rank hold IYC as of Q1 2023.

Money Concepts Capital reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 3,006 iShares US Consumer Discretionary ETF shares in Q1 2023, an estimated $171K.
Money Concepts Capital first reported a position in iShares US Consumer Discretionary ETF in Q4 2020 and held it in 7 quarters.
Money Concepts Capital's iShares US Consumer Discretionary ETF position peaked at $633K in Q4 2020.
182 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.