Phoenix Wealth Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Phoenix Wealth Advisors’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	–	Sell	-484	Closed	-$37K	–	243
2021 Q3	$37K	Hold	484	–	–	0.03%	211
2021 Q2	$38K	Hold	484	–	–	0.03%	206
2021 Q1	$37K	Hold	484	–	–	0.03%	207
2020 Q4	$34K	Buy	+484	New	+$32.1K	0.03%	214

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

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

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

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

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

Phoenix Wealth Advisors's IYC Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2021, closing a stake of 484 shares — an estimated $37K sold.

Phoenix Wealth Advisors first reported a position in IYC in Q4 2020 and held it in 4 quarters. The position peaked at $38K in Q2 2021. 227 funds tracked by Wall St. Rank hold IYC as of Q4 2021.

Phoenix Wealth Advisors reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 484 iShares US Consumer Discretionary ETF shares in Q4 2021, an estimated $37K.
Phoenix Wealth Advisors first reported a position in iShares US Consumer Discretionary ETF in Q4 2020 and held it in 4 quarters.
Phoenix Wealth Advisors's iShares US Consumer Discretionary ETF position peaked at $38K in Q2 2021.
227 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.