TRUE Private Wealth Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

TRUE Private Wealth Advisors’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
2021 Q1	–	Sell	-1,620	Closed	-$114K	–	468
2020 Q4	$114K	Hold	1,620	–	–	0.02%	256
2020 Q3	$101K	Hold	1,620	–	–	0.02%	246
2020 Q2	$88K	Hold	1,620	–	–	0.02%	249
2020 Q1	$71K	Hold	1,620	–	–	0.02%	250
2019 Q4	$92K	Buy	+1,620	New	+$89.9K	0.01%	301
2019 Q3	–	Sell	-1,620	Closed	-$88K	–	482
2019 Q2	$88K	Buy	+1,620	New	+$86.1K	0.02%	279
2018 Q4	–	Sell	-1,620	Closed	-$86K	–	590
2018 Q3	$86K	Buy	+1,620	New	+$82.6K	0.01%	386

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

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

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

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TRUE Private Wealth Advisors's IYC Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2021, closing a stake of 1,620 shares — an estimated $114K sold.

TRUE Private Wealth Advisors first reported a position in IYC in Q3 2018 and held it in 7 quarters. The position peaked at $114K in Q4 2020. 206 funds tracked by Wall St. Rank hold IYC as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 1,620 iShares US Consumer Discretionary ETF shares in Q1 2021, an estimated $114K.
TRUE Private Wealth Advisors first reported a position in iShares US Consumer Discretionary ETF in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's iShares US Consumer Discretionary ETF position peaked at $114K in Q4 2020.
206 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.