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Tyler-Stone Wealth Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Tyler-Stone Wealth 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
Q2 		– Sell
-220
Closed -$17K – 881
2022
Q1 		$17K Hold
220
– – 0.01% 487
2021
Q4 		$18K Buy
+220
New +$18.2K 0.01% 499

Other funds holding IYC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Goldman Sachs
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
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Tyler-Stone Wealth Management's IYC Position: Q2 2022 in Review

Tyler-Stone Wealth Management sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2022, closing a stake of 220 shares — an estimated $17K sold.

Tyler-Stone Wealth Management first reported a position in IYC in Q4 2021 and held it in 2 quarters. The position peaked at $18K in Q4 2021. 174 funds tracked by Wall St. Rank hold IYC as of Q2 2022.

  • Tyler-Stone Wealth Management reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2022 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 220 iShares US Consumer Discretionary ETF shares in Q2 2022, an estimated $17K.
  • Tyler-Stone Wealth Management first reported a position in iShares US Consumer Discretionary ETF in Q4 2021 and held it in 2 quarters.
  • Tyler-Stone Wealth Management's iShares US Consumer Discretionary ETF position peaked at $18K in Q4 2021.
  • 174 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.