Selective Wealth Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Selective Wealth 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 Q4	–	Sell	-600	Closed	-$35K	–	434
2022 Q3	$35K	Hold	600	–	–	0.02%	343
2022 Q2	$34K	Hold	600	–	–	0.01%	383
2022 Q1	$45K	Sell	600 -1,200	-67%	-$90.2K	0.02%	322
2021 Q4	$151K	Hold	1,800	–	–	0.06%	151
2021 Q3	$139K	Buy	1,800 +1,200	+200%	+$94.4K	0.07%	141
2021 Q2	$47K	Buy	+600	New	+$46K	0.04%	195

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

QFA

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Selective Wealth Management's IYC Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2022, closing a stake of 600 shares — an estimated $35K sold.

Selective Wealth Management first reported a position in IYC in Q2 2021 and held it in 6 quarters. The position peaked at $151K in Q4 2021. 178 funds tracked by Wall St. Rank hold IYC as of Q4 2022.

Selective Wealth Management reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 600 iShares US Consumer Discretionary ETF shares in Q4 2022, an estimated $35K.
Selective Wealth Management first reported a position in iShares US Consumer Discretionary ETF in Q2 2021 and held it in 6 quarters.
Selective Wealth Management's iShares US Consumer Discretionary ETF position peaked at $151K in Q4 2021.
178 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.