Princeton Capital Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Princeton Capital Management’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	-2,936	Closed	-$220K	–	101
2022 Q1	$220K	Sell	2,936 -306	-9%	-$23K	0.07%	99
2021 Q4	$272K	Hold	3,242	–	–	0.08%	95
2021 Q3	$251K	Sell	3,242 -463	-12%	-$36.4K	0.08%	94
2021 Q2	$288K	Buy	+3,705	New	+$284K	0.09%	92
2019 Q4	–	Sell	-2,388	Closed	-$130K	–	150
2019 Q3	$130K	Buy	2,388 +2,340	+4,875%	+$128K	0.06%	106
2019 Q2	$3K	Hold	48	–	–	﹤0.01%	232
2019 Q1	$2K	Hold	48	–	–	﹤0.01%	228
2018 Q4	$2K	Hold	48	–	–	﹤0.01%	242
2018 Q3	$3K	Buy	+48	New	+$2.45K	﹤0.01%	247

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 $377B AUM 19.32% 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

Princeton Capital Management's IYC Position: Q2 2022 in Review

Princeton Capital Management sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2022, closing a stake of 2,936 shares — an estimated $220K sold.

Princeton Capital Management first reported a position in IYC in Q3 2018 and held it in 9 quarters. The position peaked at $288K in Q2 2021. 174 funds tracked by Wall St. Rank hold IYC as of Q2 2022.

Princeton Capital Management reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2022 after selling out during the quarter.
Princeton Capital Management sold 2,936 iShares US Consumer Discretionary ETF shares in Q2 2022, an estimated $220K.
Princeton Capital Management first reported a position in iShares US Consumer Discretionary ETF in Q3 2018 and held it in 9 quarters.
Princeton Capital Management's iShares US Consumer Discretionary ETF position peaked at $288K in Q2 2021.
174 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2022.

Based on Princeton Capital Management's 13F filing for Q2 2022, filed 15 Aug 2022.