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Orion Portfolio Solutions’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Orion Portfolio Solutions’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
-5,491
Closed -$426K – 663
2021
Q2 		$426K Sell
5,491
-30,801
-85% -$2.36M 0.02% 401
2021
Q1 		$2.72M Buy
36,292
+20,323
+127% +$1.48M 0.12% 108
2020
Q4 		$1.13M Buy
15,969
+10,617
+198% +$705K 0.05% 190
2020
Q3 		$335K Buy
+5,352
New +$323K 0.02% 323

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