Wealth & Pension Services Group’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Wealth & Pension Services 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
2019 Q3	$863K	Sell	15,876 -636	-4%	-$34.9K	0.63%	46
2019 Q2	$899K	Hold	16,512	–	–	0.65%	44
2019 Q1	$843K	Buy	16,512 +3,912	+31%	+$192K	0.66%	44
2018 Q4	$570K	Sell	12,600 -3,584	-22%	-$174K	0.51%	57
2018 Q3	$857K	Buy	+16,184	New	+$825K	0.86%	30

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Wealth & Pension Services Group's IYC Position: Q3 2019 in Review

Wealth & Pension Services Group reduced its iShares US Consumer Discretionary ETF (IYC) stake by 3.9% in Q3 2019, selling an estimated $34.9K and leaving 15,876 shares worth $863K. The position accounts for 0.63% of the portfolio, ranked #46.

Wealth & Pension Services Group first reported a position in IYC in Q3 2018 and has held it in 5 quarters since. The position peaked at $899K in Q2 2019. 173 funds tracked by Wall St. Rank hold IYC as of Q3 2019.

Wealth & Pension Services Group held 15,876 shares of iShares US Consumer Discretionary ETF worth $863K as of Q3 2019.
Wealth & Pension Services Group sold 636 iShares US Consumer Discretionary ETF shares in Q3 2019, an estimated $34.9K.
iShares US Consumer Discretionary ETF made up 0.63% of Wealth & Pension Services Group's portfolio in Q3 2019, its #46 holding.
Wealth & Pension Services Group first reported a position in iShares US Consumer Discretionary ETF in Q3 2018 and has held it in 5 quarters since.
Wealth & Pension Services Group's iShares US Consumer Discretionary ETF position peaked at $899K in Q2 2019.
173 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.