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WealthOne’s iShares US Consumer Discretionary ETF IYC Stock Holding History

WealthOne’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
Q1 		– Sell
-532
Closed -$24K – 314
2018
Q4 		$24K Buy
+532
New +$25.9K 0.02% 254

Other funds holding IYC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WealthOne's IYC Position: Q1 2019 in Review

WealthOne sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2019, closing a stake of 532 shares — an estimated $24K sold.

WealthOne first reported a position in IYC in Q4 2018 and held it in 1 quarter. The position peaked at $24K in Q4 2018. 169 funds tracked by Wall St. Rank hold IYC as of Q1 2019.

  • WealthOne reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 532 iShares US Consumer Discretionary ETF shares in Q1 2019, an estimated $24K.
  • WealthOne first reported a position in iShares US Consumer Discretionary ETF in Q4 2018 and held it in 1 quarter.
  • WealthOne's iShares US Consumer Discretionary ETF position peaked at $24K in Q4 2018.
  • 169 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.