OPS
IECS

Orion Portfolio Solutions’s iShares Evolved U.S. Consumer Staples ETF IECS Stock Holding History

Orion Portfolio Solutions’s Portfolio IECS Stock Details IECS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-33
Closed -$1K – 2258
2020
Q2 		$1K Hold
33
– – ﹤0.01% 2125
2020
Q1 		$1K Buy
+33
New +$902 ﹤0.01% 1847

Other funds holding IECS

IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Orion Portfolio Solutions's IECS Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of iShares Evolved U.S. Consumer Staples ETF (IECS) in Q3 2020, closing a stake of 33 shares — an estimated $1K sold.

Orion Portfolio Solutions first reported a position in IECS in Q1 2020 and held it in 2 quarters. The position peaked at $1K in Q2 2020. 10 funds tracked by Wall St. Rank hold IECS as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining iShares Evolved U.S. Consumer Staples ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 33 iShares Evolved U.S. Consumer Staples ETF shares in Q3 2020, an estimated $1K.
  • Orion Portfolio Solutions first reported a position in iShares Evolved U.S. Consumer Staples ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's iShares Evolved U.S. Consumer Staples ETF position peaked at $1K in Q2 2020.
  • 10 funds tracked by Wall St. Rank held iShares Evolved U.S. Consumer Staples ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.