SYM Financial Corp’s iShares US Consumer Discretionary ETF IYC Stock Holding History

SYM Financial Corp’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	-453	Closed	-$38K	–	119
2021 Q4	$38K	Buy	453 +1	+0.2%	+$83	0.01%	85
2021 Q3	$35K	Sell	452 -195	-30%	-$15.3K	0.02%	89
2021 Q2	$50K	Buy	647 +1	+0.2%	+$77	0.03%	66
2021 Q1	$48K	Hold	646	–	–	0.03%	63
2020 Q4	$46K	Buy	646 +2	+0.3%	+$133	0.03%	56
2020 Q3	$40K	Buy	644 +40	+7%	+$2.42K	0.03%	51
2020 Q2	$33K	Hold	604	–	–	0.03%	53
2020 Q1	$27K	Buy	+604	New	+$32.3K	0.03%	60

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

SYM Financial Corp's IYC Position: Q1 2022 in Review

SYM Financial Corp sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2022, closing a stake of 453 shares — an estimated $38K sold.

SYM Financial Corp first reported a position in IYC in Q1 2020 and held it in 8 quarters. The position peaked at $50K in Q2 2021. 197 funds tracked by Wall St. Rank hold IYC as of Q1 2022.

SYM Financial Corp reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2022 after selling out during the quarter.
SYM Financial Corp sold 453 iShares US Consumer Discretionary ETF shares in Q1 2022, an estimated $38K.
SYM Financial Corp first reported a position in iShares US Consumer Discretionary ETF in Q1 2020 and held it in 8 quarters.
SYM Financial Corp's iShares US Consumer Discretionary ETF position peaked at $50K in Q2 2021.
197 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2022.

Based on SYM Financial Corp's 13F filing for Q1 2022, filed 22 Apr 2022.