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

SFMG 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
2022 Q3	–	Sell	-3,551	Closed	-$201K	–	266
2022 Q2	$201K	Sell	3,551 -201	-5%	-$13K	0.02%	240
2022 Q1	$282K	Hold	3,752	–	–	0.03%	212
2021 Q4	$315K	Buy	3,752 +662	+21%	+$54.8K	0.03%	196
2021 Q3	$239K	Sell	3,090 -376	-11%	-$29.6K	0.03%	216
2021 Q2	$269K	Hold	3,466	–	–	0.03%	213
2021 Q1	$259K	Buy	+3,466	New	+$252K	0.03%	200

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

SFMG Wealth Advisors's IYC Position: Q3 2022 in Review

SFMG Wealth Advisors sold out of iShares US Consumer Discretionary ETF (IYC) in Q3 2022, closing a stake of 3,551 shares — an estimated $201K sold.

SFMG Wealth Advisors first reported a position in IYC in Q1 2021 and held it in 6 quarters. The position peaked at $315K in Q4 2021. 169 funds tracked by Wall St. Rank hold IYC as of Q3 2022.

SFMG Wealth Advisors reported no remaining iShares US Consumer Discretionary ETF position as of Q3 2022 after selling out during the quarter.
SFMG Wealth Advisors sold 3,551 iShares US Consumer Discretionary ETF shares in Q3 2022, an estimated $201K.
SFMG Wealth Advisors first reported a position in iShares US Consumer Discretionary ETF in Q1 2021 and held it in 6 quarters.
SFMG Wealth Advisors's iShares US Consumer Discretionary ETF position peaked at $315K in Q4 2021.
169 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2022.

Based on SFMG Wealth Advisors's 13F filing for Q3 2022, filed 20 Oct 2022.