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

WMG Financial 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
2022
Q2 		– Sell
-4,233
Closed -$317K – 163
2022
Q1 		$317K Sell
4,233
-239
-5% -$18K 0.23% 108
2021
Q4 		$373K Buy
+4,472
New +$370K 0.29% 94

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

WMG Financial Advisors's IYC Position: Q2 2022 in Review

WMG Financial Advisors sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2022, closing a stake of 4,233 shares — an estimated $317K sold.

WMG Financial Advisors first reported a position in IYC in Q4 2021 and held it in 2 quarters. The position peaked at $373K in Q4 2021. 174 funds tracked by Wall St. Rank hold IYC as of Q2 2022.

  • WMG Financial Advisors reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2022 after selling out during the quarter.
  • WMG Financial Advisors sold 4,233 iShares US Consumer Discretionary ETF shares in Q2 2022, an estimated $317K.
  • WMG Financial Advisors first reported a position in iShares US Consumer Discretionary ETF in Q4 2021 and held it in 2 quarters.
  • WMG Financial Advisors's iShares US Consumer Discretionary ETF position peaked at $373K in Q4 2021.
  • 174 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2022.

Based on WMG Financial Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.