Sowa Financial Group’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Sowa Financial Group’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	-4,863	Closed	-$365K	–	54
2022 Q1	$365K	Sell	4,863 -149	-3%	-$11.2K	0.22%	47
2021 Q4	$421K	Buy	5,012 +483	+11%	+$40K	0.25%	46
2021 Q3	$350K	Sell	4,529 -33	-0.7%	-$2.6K	0.23%	52
2021 Q2	$354K	Buy	4,562 +656	+17%	+$50.3K	0.26%	53
2021 Q1	$292K	Buy	3,906 +2	+0.1%	+$146	0.21%	57
2020 Q4	$275K	Buy	3,904 +4	+0.1%	+$266	0.19%	55
2020 Q3	$244K	Sell	3,900 -84	-2%	-$5.07K	0.17%	53
2020 Q2	$218K	Sell	3,984 -16	-0.4%	-$828	0.16%	56
2020 Q1	$177K	Sell	4,000 -3,184	-44%	-$170K	0.16%	58
2019 Q4	$410K	Buy	+7,184	New	+$399K	0.33%	43

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

Sowa Financial Group's IYC Position: Q2 2022 in Review

Sowa Financial Group sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2022, closing a stake of 4,863 shares — an estimated $365K sold.

Sowa Financial Group first reported a position in IYC in Q4 2019 and held it in 10 quarters. The position peaked at $421K in Q4 2021. 174 funds tracked by Wall St. Rank hold IYC as of Q2 2022.

Sowa Financial Group reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2022 after selling out during the quarter.
Sowa Financial Group sold 4,863 iShares US Consumer Discretionary ETF shares in Q2 2022, an estimated $365K.
Sowa Financial Group first reported a position in iShares US Consumer Discretionary ETF in Q4 2019 and held it in 10 quarters.
Sowa Financial Group's iShares US Consumer Discretionary ETF position peaked at $421K in Q4 2021.
174 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2022.

Based on Sowa Financial Group's 13F filing for Q2 2022, filed 9 Aug 2022.