Tarbox Family Office’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Tarbox Family Office’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	-603	Closed	-$51K	–	1107
2021 Q4	$51K	Sell	603 -53	-8%	-$4.39K	0.01%	222
2021 Q3	$51K	Buy	+656	New	+$51.6K	0.01%	238

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

Tarbox Family Office's IYC Position: Q1 2022 in Review

Tarbox Family Office sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2022, closing a stake of 603 shares — an estimated $51K sold.

Tarbox Family Office first reported a position in IYC in Q3 2021 and held it in 2 quarters. The position peaked at $51K in Q4 2021. 197 funds tracked by Wall St. Rank hold IYC as of Q1 2022.

Tarbox Family Office reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2022 after selling out during the quarter.
Tarbox Family Office sold 603 iShares US Consumer Discretionary ETF shares in Q1 2022, an estimated $51K.
Tarbox Family Office first reported a position in iShares US Consumer Discretionary ETF in Q3 2021 and held it in 2 quarters.
Tarbox Family Office's iShares US Consumer Discretionary ETF position peaked at $51K in Q4 2021.
197 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2022.

Based on Tarbox Family Office's 13F filing for Q1 2022, filed 25 Apr 2022.