PWP
IYC icon

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

Principle 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
2020
Q3 		– Sell
-756
Closed -$41K – 300
2020
Q2 		$41K Buy
+756
New +$39.1K 0.01% 298

Other funds holding IYC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Principle Wealth Partners's IYC Position: Q3 2020 in Review

Principle Wealth Partners sold out of iShares US Consumer Discretionary ETF (IYC) in Q3 2020, closing a stake of 756 shares — an estimated $41K sold.

Principle Wealth Partners first reported a position in IYC in Q2 2020 and held it in 1 quarter. The position peaked at $41K in Q2 2020. 177 funds tracked by Wall St. Rank hold IYC as of Q3 2020.

  • Principle Wealth Partners reported no remaining iShares US Consumer Discretionary ETF position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 756 iShares US Consumer Discretionary ETF shares in Q3 2020, an estimated $41K.
  • Principle Wealth Partners first reported a position in iShares US Consumer Discretionary ETF in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's iShares US Consumer Discretionary ETF position peaked at $41K in Q2 2020.
  • 177 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.