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

Silicon Hills 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 Q2	–	Sell	-6,166	Closed	-$463K	–	108
2022 Q1	$463K	Sell	6,166 -5,729	-48%	-$431K	0.3%	73
2021 Q4	$999K	Sell	11,895 -5,275	-31%	-$437K	0.62%	43
2021 Q3	$1.33M	Sell	17,170 -2,027	-11%	-$159K	0.91%	29
2021 Q2	$1.49M	Buy	+19,197	New	+$1.47M	1.16%	25

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Silicon Hills Wealth Management's IYC Position: Q2 2022 in Review

Silicon Hills Wealth Management sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2022, closing a stake of 6,166 shares — an estimated $463K sold.

Silicon Hills Wealth Management first reported a position in IYC in Q2 2021 and held it in 4 quarters. The position peaked at $1.49M in Q2 2021. 174 funds tracked by Wall St. Rank hold IYC as of Q2 2022.

Silicon Hills Wealth Management reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2022 after selling out during the quarter.
Silicon Hills Wealth Management sold 6,166 iShares US Consumer Discretionary ETF shares in Q2 2022, an estimated $463K.
Silicon Hills Wealth Management first reported a position in iShares US Consumer Discretionary ETF in Q2 2021 and held it in 4 quarters.
Silicon Hills Wealth Management's iShares US Consumer Discretionary ETF position peaked at $1.49M in Q2 2021.
174 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2022.

Based on Silicon Hills Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.