MFG
IYC icon

Monumental Financial Group’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Monumental Financial Group’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
Q3 		– Sell
-21,448
Closed -$1.22M – 36
2022
Q2 		$1.22M Buy
+21,448
New +$1.39M 1.12% 20

Other funds holding IYC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Monumental Financial Group's IYC Position: Q3 2022 in Review

Monumental Financial Group sold out of iShares US Consumer Discretionary ETF (IYC) in Q3 2022, closing a stake of 21,448 shares — an estimated $1.22M sold.

Monumental Financial Group first reported a position in IYC in Q2 2022 and held it in 1 quarter. The position peaked at $1.22M in Q2 2022. 169 funds tracked by Wall St. Rank hold IYC as of Q3 2022.

  • Monumental Financial Group reported no remaining iShares US Consumer Discretionary ETF position as of Q3 2022 after selling out during the quarter.
  • Monumental Financial Group sold 21,448 iShares US Consumer Discretionary ETF shares in Q3 2022, an estimated $1.22M.
  • Monumental Financial Group first reported a position in iShares US Consumer Discretionary ETF in Q2 2022 and held it in 1 quarter.
  • Monumental Financial Group's iShares US Consumer Discretionary ETF position peaked at $1.22M in Q2 2022.
  • 169 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2022.

Based on Monumental Financial Group's 13F filing for Q3 2022, filed 13 Oct 2022.