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Sandy Cove Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Sandy Cove 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
2022
Q2 		– Sell
-1,011
Closed -$76K – 239
2022
Q1 		$76K Hold
1,011
– – 0.06% 154
2021
Q4 		$85K Buy
+1,011
New +$83.7K 0.07% 134

Other funds holding IYC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Goldman Sachs
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
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Sandy Cove Advisors's IYC Position: Q2 2022 in Review

Sandy Cove Advisors sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2022, closing a stake of 1,011 shares — an estimated $76K sold.

Sandy Cove Advisors first reported a position in IYC in Q4 2021 and held it in 2 quarters. The position peaked at $85K in Q4 2021. 174 funds tracked by Wall St. Rank hold IYC as of Q2 2022.

  • Sandy Cove Advisors reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2022 after selling out during the quarter.
  • Sandy Cove Advisors sold 1,011 iShares US Consumer Discretionary ETF shares in Q2 2022, an estimated $76K.
  • Sandy Cove Advisors first reported a position in iShares US Consumer Discretionary ETF in Q4 2021 and held it in 2 quarters.
  • Sandy Cove Advisors's iShares US Consumer Discretionary ETF position peaked at $85K in Q4 2021.
  • 174 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2022.

Based on Sandy Cove Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.