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Smithbridge Asset Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Smithbridge Asset 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
Q1 		– Sell
-3,092
Closed -$260K – 107
2021
Q4 		$260K Buy
+3,092
New +$256K 0.08% 101

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Wells Fargo
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Smithbridge Asset Management's IYC Position: Q1 2022 in Review

Smithbridge Asset Management sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2022, closing a stake of 3,092 shares — an estimated $260K sold.

Smithbridge Asset Management first reported a position in IYC in Q4 2021 and held it in 1 quarter. The position peaked at $260K in Q4 2021. 197 funds tracked by Wall St. Rank hold IYC as of Q1 2022.

  • Smithbridge Asset Management reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2022 after selling out during the quarter.
  • Smithbridge Asset Management sold 3,092 iShares US Consumer Discretionary ETF shares in Q1 2022, an estimated $260K.
  • Smithbridge Asset Management first reported a position in iShares US Consumer Discretionary ETF in Q4 2021 and held it in 1 quarter.
  • Smithbridge Asset Management's iShares US Consumer Discretionary ETF position peaked at $260K in Q4 2021.
  • 197 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2022.

Based on Smithbridge Asset Management's 13F filing for Q1 2022, filed 25 Apr 2022.