IShares Trust Consumer ETF: Buy & Hold: USA Happy New Year
By Sun Storm Investment Research
A Profit & Solutions Strategy
Disclaimer: I am not a financial advisor, so please do your own research before trading anything
Key stats
About ISHARES TRUST ISHARES US CONSUMER DISCRETIONARY ETF
Home page
Inception date
Jun 12, 2000
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
IYC tracks an index of US companies in the consumer discretionary industry, which are companies most sensitive to economic cycles and cyclical purchasing habits. Eligible companies include those that manufacture household durable goods, apparel, electronics, and other non-essential items, and those that offer services like hotels, restaurants, retail/e-retail, entertainment and advertising. IYC uses market-cap to select and weight its constituents, and individual securities within the portfolio are capped at 15% at each quarterly rebalance. Aggregate weight of all companies with weight exceeding 4.5% is capped at 22.5%. Prior to September 20, 2021, the fund tracked the Dow Jones U.S. Consumer Services Capped Index and was named iShares U.S. Consumer Services ETF.
Classification
What's in the fund
Exposure type
Retail Trade
Consumer Services
Consumer Durables
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.