Valley Brook Capital Group’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Valley Brook Capital 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
2021 Q2	–	Sell	-200	Closed	-$14K	–	264
2021 Q1	$14K	Hold	200	–	–	0.01%	336
2020 Q4	$14K	Buy	+200	New	+$13.3K	0.01%	305

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

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

SFI

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

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

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

HCM

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Valley Brook Capital Group's IYC Position: Q2 2021 in Review

Valley Brook Capital Group sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2021, closing a stake of 200 shares — an estimated $14K sold.

Valley Brook Capital Group first reported a position in IYC in Q4 2020 and held it in 2 quarters. The position peaked at $14K in Q1 2021. 210 funds tracked by Wall St. Rank hold IYC as of Q2 2021.

Valley Brook Capital Group reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2021 after selling out during the quarter.
Valley Brook Capital Group sold 200 iShares US Consumer Discretionary ETF shares in Q2 2021, an estimated $14K.
Valley Brook Capital Group first reported a position in iShares US Consumer Discretionary ETF in Q4 2020 and held it in 2 quarters.
Valley Brook Capital Group's iShares US Consumer Discretionary ETF position peaked at $14K in Q1 2021.
210 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2021.

Based on Valley Brook Capital Group's 13F filing for Q2 2021, filed 22 Jul 2021.