Polaris Wealth Advisory Group’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Polaris Wealth Advisory 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
2019 Q2	–	Sell	-268,972	Closed	-$13.9M	–	157
2019 Q1	$13.9M	Sell	268,972 -28,316	-10%	-$1.39M	1.04%	43
2018 Q4	$13.4M	Sell	297,288 -1,872	-0.6%	-$91K	1.26%	34
2018 Q3	$15.8M	Sell	299,160 -22,168	-7%	-$1.13M	1.09%	39
2018 Q2	$14.6M	Sell	321,328 -824	-0.3%	-$38.8K	1.24%	36
2018 Q1	$14.7M	Buy	322,152 +3,060	+1%	+$144K	1.2%	36
2017 Q4	$14.3M	Buy	319,092 +30,264	+10%	+$1.29M	1.17%	42
2017 Q3	$11.8M	Buy	288,828 +58,468	+25%	+$2.4M	1.04%	48
2017 Q2	$9.45M	Buy	230,360 +2,300	+1%	+$94.7K	1.08%	38
2017 Q1	$9.18M	Sell	228,060 -5,544	-2%	-$218K	1%	43
2016 Q4	$8.82M	Sell	233,604 -4,532	-2%	-$169K	1.02%	41
2016 Q3	$8.76M	Sell	238,136 -10,328	-4%	-$382K	1.05%	43
2016 Q2	$8.91M	Sell	248,464 -8,240	-3%	-$297K	1.38%	32
2016 Q1	$9.36M	Sell	256,704 -45,428	-15%	-$1.57M	1.46%	33
2015 Q4	$10.9M	Sell	302,132 -30,744	-9%	-$1.12M	1.76%	13
2015 Q3	$11.4M	Sell	332,876 -12,084	-4%	-$436K	2.34%	12
2015 Q2	$12.3M	Sell	344,960 -14,196	-4%	-$513K	2.45%	14
2015 Q1	$12.9M	Sell	359,156 -18,884	-5%	-$665K	2.35%	13
2014 Q4	$13M	Buy	+378,040	New	+$12.2M	2.68%	13
2014 Q1	–	Sell	-408,816	Closed	-$12.4M	–	185
2013 Q4	$12.4M	Buy	408,816 +9,308	+2%	+$270K	3.05%	12
2013 Q3	$11M	Buy	399,508 +7,920	+2%	+$213K	3.41%	13
2013 Q2	$10M	Buy	+391,588	New	+$9.92M	4.03%	9

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

Bank of New York Mellon New York $544B AUM 28.31% 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

BDS

Banco de Sabadell Miami, Florida $151M AUM 22.94% 1-Year Est. Return

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

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

Polaris Wealth Advisory Group's IYC Position: Q2 2019 in Review

Polaris Wealth Advisory Group sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2019, closing a stake of 268,972 shares — an estimated $13.9M sold.

Polaris Wealth Advisory Group first reported a position in IYC in Q2 2013 and held it in 21 quarters. The position peaked at $15.8M in Q3 2018. 175 funds tracked by Wall St. Rank hold IYC as of Q2 2019.

Polaris Wealth Advisory Group reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2019 after selling out during the quarter.
Polaris Wealth Advisory Group sold 268,972 iShares US Consumer Discretionary ETF shares in Q2 2019, an estimated $13.9M.
Polaris Wealth Advisory Group first reported a position in iShares US Consumer Discretionary ETF in Q2 2013 and held it in 21 quarters.
Polaris Wealth Advisory Group's iShares US Consumer Discretionary ETF position peaked at $15.8M in Q3 2018.
175 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2019.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2019, filed 25 Jul 2019.