MV Capital Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

MV Capital 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
2020 Q2	–	Sell	-788	Closed	-$35K	–	329
2020 Q1	$35K	Hold	788	–	–	0.01%	160
2019 Q4	$45K	Hold	788	–	–	0.01%	162
2019 Q3	$43K	Hold	788	–	–	0.01%	164
2019 Q2	$43K	Hold	788	–	–	0.01%	162
2019 Q1	$40K	Sell	788 -1,012	-56%	-$49.8K	0.01%	160
2018 Q4	$81K	Hold	1,800	–	–	0.02%	137
2018 Q3	$95K	Hold	1,800	–	–	0.02%	134
2018 Q2	$87K	Hold	1,800	–	–	0.02%	142
2018 Q1	$82K	Sell	1,800 -612	-25%	-$28.8K	0.02%	140
2017 Q4	$108K	Buy	+2,412	New	+$103K	0.03%	134

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MV Capital Management's IYC Position: Q2 2020 in Review

MV Capital Management sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2020, closing a stake of 788 shares — an estimated $35K sold.

MV Capital Management first reported a position in IYC in Q4 2017 and held it in 10 quarters. The position peaked at $108K in Q4 2017. 167 funds tracked by Wall St. Rank hold IYC as of Q2 2020.

MV Capital Management reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2020 after selling out during the quarter.
MV Capital Management sold 788 iShares US Consumer Discretionary ETF shares in Q2 2020, an estimated $35K.
MV Capital Management first reported a position in iShares US Consumer Discretionary ETF in Q4 2017 and held it in 10 quarters.
MV Capital Management's iShares US Consumer Discretionary ETF position peaked at $108K in Q4 2017.
167 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2020.

Based on MV Capital Management's 13F filing for Q2 2020, filed 4 Aug 2020.