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Personal Wealth Partners’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Personal Wealth Partners’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
Q3 		– Sell
-1,297
Closed -$101K – 232
2021
Q2 		$101K Buy
+1,297
New +$99.5K 0.04% 113

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
Citigroup
Citigroup New York $235B AUM 32.99% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Personal Wealth Partners's IYC Position: Q3 2021 in Review

Personal Wealth Partners sold out of iShares US Consumer Discretionary ETF (IYC) in Q3 2021, closing a stake of 1,297 shares — an estimated $101K sold.

Personal Wealth Partners first reported a position in IYC in Q2 2021 and held it in 1 quarter. The position peaked at $101K in Q2 2021. 203 funds tracked by Wall St. Rank hold IYC as of Q3 2021.

  • Personal Wealth Partners reported no remaining iShares US Consumer Discretionary ETF position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 1,297 iShares US Consumer Discretionary ETF shares in Q3 2021, an estimated $101K.
  • Personal Wealth Partners first reported a position in iShares US Consumer Discretionary ETF in Q2 2021 and held it in 1 quarter.
  • Personal Wealth Partners's iShares US Consumer Discretionary ETF position peaked at $101K in Q2 2021.
  • 203 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.