WFG Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

WFG 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
2017 Q2	$36K	Hold	868	–	–	0.01%	783
2017 Q1	$35K	Hold	868	–	–	0.01%	756
2016 Q4	$33K	Buy	868 +4	+0.5%	+$149	0.01%	815
2016 Q3	$32K	Sell	864 -1,012	-54%	-$37.4K	0.01%	820
2016 Q2	$67K	Buy	1,876 +64	+4%	+$2.31K	0.02%	614
2016 Q1	$66K	Buy	+1,812	New	+$62.5K	0.02%	588
2014 Q2	–	Sell	-11,288	Closed	-$339K	–	2023
2014 Q1	$339K	Sell	11,288 -28,988	-72%	-$871K	0.07%	326
2013 Q4	$1.22M	Buy	40,276 +416	+1%	+$12.1K	0.17%	137
2013 Q3	$1.1M	Buy	39,860 +9,764	+32%	+$263K	0.17%	152
2013 Q2	$772K	Buy	+30,096	New	+$763K	0.13%	191

Other funds holding IYC

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

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

WFG Advisors's IYC Position: Q2 2017 in Review

WFG Advisors held its iShares US Consumer Discretionary ETF (IYC) position steady in Q2 2017 at 868 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #783.

WFG Advisors first reported a position in IYC in Q2 2013 and has held it in 10 quarters since. The position peaked at $1.22M in Q4 2013. 132 funds tracked by Wall St. Rank hold IYC as of Q2 2017.

WFG Advisors held 868 shares of iShares US Consumer Discretionary ETF worth $36K as of Q2 2017.
WFG Advisors left its iShares US Consumer Discretionary ETF share count unchanged in Q2 2017.
iShares US Consumer Discretionary ETF made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #783 holding.
WFG Advisors first reported a position in iShares US Consumer Discretionary ETF in Q2 2013 and has held it in 10 quarters since.
WFG Advisors's iShares US Consumer Discretionary ETF position peaked at $1.22M in Q4 2013.
132 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.