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

Aurora 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
2017 Q4	$382K	Buy	+8,544	New	+$364K	0.27%	125

Other funds holding IYC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFG

Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return

PWAG

Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Aurora Financial Advisors's IYC Position: Q4 2017 in Review

Aurora Financial Advisors opened a new position in iShares US Consumer Discretionary ETF (IYC) in Q4 2017: 8,544 shares worth $382K. The stake represents 0.27% of the portfolio and ranks #125 among its holdings.

140 funds tracked by Wall St. Rank hold IYC as of Q4 2017.

Aurora Financial Advisors held 8,544 shares of iShares US Consumer Discretionary ETF worth $382K as of Q4 2017.
iShares US Consumer Discretionary ETF was a new Aurora Financial Advisors position in Q4 2017.
iShares US Consumer Discretionary ETF made up 0.27% of Aurora Financial Advisors's portfolio in Q4 2017, its #125 holding.
140 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2017.

Based on Aurora Financial Advisors's 13F filing for Q4 2017, filed 16 Mar 2018.