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

Next 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
2021
Q4 		$32K Buy
385
+121
+46% +$10K ﹤0.01% 1689
2021
Q3 		$20K Buy
264
+104
+65% +$8.18K ﹤0.01% 1802
2021
Q2 		$12K Hold
160
– – ﹤0.01% 1922
2021
Q1 		$12K Hold
160
– – ﹤0.01% 1829
2020
Q4 		$11K Hold
160
– – ﹤0.01% 1748
2020
Q3 		$10K Buy
+160
New +$9.66K ﹤0.01% 1633
2020
Q2 		– Sell
-160
Closed -$7K – 1249
2020
Q1 		$7K Sell
160
-600
-79% -$32.1K ﹤0.01% 1623
2019
Q4 		$43K Hold
760
– – ﹤0.01% 1247
2019
Q3 		$41K Hold
760
– – ﹤0.01% 1204
2019
Q2 		$41K Buy
760
+160
+27% +$8.5K ﹤0.01% 1229
2019
Q1 		$31K Sell
600
-160
-21% -$7.87K 0.01% 856
2018
Q4 		$34K Buy
760
+160
+27% +$7.78K 0.01% 922
2018
Q3 		$32K Buy
+600
New +$30.6K 0.01% 645
2017
Q4 		– Sell
-760
Closed -$31K – 837
2017
Q3 		$31K Sell
760
-2,428
-76% -$99.6K 0.01% 849
2017
Q2 		$131K Buy
3,188
+2,428
+319% +$100K 0.03% 465
2017
Q1 		$31K Sell
760
-640
-46% -$25.2K 0.01% 890
2016
Q4 		$53K Sell
1,400
-212
-13% -$7.89K 0.01% 935
2016
Q3 		$59K Buy
1,612
+212
+15% +$7.84K 0.01% 876
2016
Q2 		$50K Sell
1,400
-1,600
-53% -$57.7K 0.02% 652
2016
Q1 		$109K Hold
3,000
– – 0.04% 405
2015
Q4 		$108K Hold
3,000
– – 0.04% 399
2015
Q3 		$103K Sell
3,000
-480
-14% -$17.3K 0.04% 416
2015
Q2 		$124K Hold
3,480
– – 0.04% 410
2015
Q1 		$125K Hold
3,480
– – 0.04% 411
2014
Q4 		$120K Buy
3,480
+268
+8% +$8.67K 0.04% 403
2014
Q3 		$100K Buy
+3,212
New +$101K 0.02% 661

Other funds holding IYC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Next Financial Group's IYC Position: Q4 2021 in Review

Next Financial Group increased its iShares US Consumer Discretionary ETF (IYC) stake by 46% in Q4 2021, buying an estimated $10K and bringing the position to 385 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #1689.

Next Financial Group first reported a position in IYC in Q3 2014 and has held it in 26 quarters since. The position peaked at $131K in Q2 2017. 227 funds tracked by Wall St. Rank hold IYC as of Q4 2021.

  • Next Financial Group held 385 shares of iShares US Consumer Discretionary ETF worth $32K as of Q4 2021.
  • Next Financial Group bought 121 iShares US Consumer Discretionary ETF shares in Q4 2021, an estimated $10K.
  • iShares US Consumer Discretionary ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1689 holding.
  • Next Financial Group first reported a position in iShares US Consumer Discretionary ETF in Q3 2014 and has held it in 26 quarters since.
  • Next Financial Group's iShares US Consumer Discretionary ETF position peaked at $131K in Q2 2017.
  • 227 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.