Patriot Financial Group Insurance Agency’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Patriot Financial Group Insurance Agency’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 Q2	–	Sell	-48	Closed	-$4K	–	2097
2022 Q1	$4K	Hold	48	–	–	﹤0.01%	1691
2021 Q4	$4K	Hold	48	–	–	﹤0.01%	1780
2021 Q3	$4K	Hold	48	–	–	﹤0.01%	1767
2021 Q2	$4K	Hold	48	–	–	﹤0.01%	1710
2021 Q1	$4K	Hold	48	–	–	﹤0.01%	1623
2020 Q4	$3K	Hold	48	–	–	﹤0.01%	1566
2020 Q3	$3K	Hold	48	–	–	﹤0.01%	1371
2020 Q2	$3K	Buy	+48	New	+$2.48K	﹤0.01%	1311
2018 Q1	–	Sell	-664	Closed	-$30K	–	969
2017 Q4	$30K	Buy	+664	New	+$28.3K	0.02%	380

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency's IYC Position: Q2 2022 in Review

Patriot Financial Group Insurance Agency sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2022, closing a stake of 48 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in IYC in Q4 2017 and held it in 9 quarters. The position peaked at $30K in Q4 2017. 174 funds tracked by Wall St. Rank hold IYC as of Q2 2022.

Patriot Financial Group Insurance Agency reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 48 iShares US Consumer Discretionary ETF shares in Q2 2022, an estimated $4K.
Patriot Financial Group Insurance Agency first reported a position in iShares US Consumer Discretionary ETF in Q4 2017 and held it in 9 quarters.
Patriot Financial Group Insurance Agency's iShares US Consumer Discretionary ETF position peaked at $30K in Q4 2017.
174 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2022, filed 29 Jul 2022.