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Winfield Associates’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Winfield Associates’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
Q3 		– Sell
-3,167
Closed -$246K – 154
2021
Q2 		$246K Hold
3,167
– – 0.09% 134
2021
Q1 		$237K Buy
+3,167
New +$231K 0.1% 125

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Winfield Associates's IYC Position: Q3 2021 in Review

Winfield Associates sold out of iShares US Consumer Discretionary ETF (IYC) in Q3 2021, closing a stake of 3,167 shares — an estimated $246K sold.

Winfield Associates first reported a position in IYC in Q1 2021 and held it in 2 quarters. The position peaked at $246K in Q2 2021. 203 funds tracked by Wall St. Rank hold IYC as of Q3 2021.

  • Winfield Associates reported no remaining iShares US Consumer Discretionary ETF position as of Q3 2021 after selling out during the quarter.
  • Winfield Associates sold 3,167 iShares US Consumer Discretionary ETF shares in Q3 2021, an estimated $246K.
  • Winfield Associates first reported a position in iShares US Consumer Discretionary ETF in Q1 2021 and held it in 2 quarters.
  • Winfield Associates's iShares US Consumer Discretionary ETF position peaked at $246K in Q2 2021.
  • 203 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2021.

Based on Winfield Associates's 13F filing for Q3 2021, filed 14 Oct 2021.