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

Ropes 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 Q1	–	Sell	-340	Closed	-$24K	–	511
2020 Q4	$24K	Hold	340	–	–	﹤0.01%	466
2020 Q3	$21K	Hold	340	–	–	﹤0.01%	429
2020 Q2	$19K	Hold	340	–	–	﹤0.01%	399
2020 Q1	$15K	Hold	340	–	–	﹤0.01%	385
2019 Q4	$19K	Hold	340	–	–	﹤0.01%	425
2019 Q3	$18K	Hold	340	–	–	﹤0.01%	444
2019 Q2	$19K	Hold	340	–	–	﹤0.01%	437
2019 Q1	$17K	Buy	+340	New	+$16.7K	﹤0.01%	422

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

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

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Ropes Wealth Advisors's IYC Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2021, closing a stake of 340 shares — an estimated $24K sold.

Ropes Wealth Advisors first reported a position in IYC in Q1 2019 and held it in 8 quarters. The position peaked at $24K in Q4 2020. 206 funds tracked by Wall St. Rank hold IYC as of Q1 2021.

Ropes Wealth Advisors reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 340 iShares US Consumer Discretionary ETF shares in Q1 2021, an estimated $24K.
Ropes Wealth Advisors first reported a position in iShares US Consumer Discretionary ETF in Q1 2019 and held it in 8 quarters.
Ropes Wealth Advisors's iShares US Consumer Discretionary ETF position peaked at $24K in Q4 2020.
206 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.