Rainier Group Investment Advisory’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Rainier Group Investment Advisory’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
2020 Q3	$1.38M	Hold	22,000	–	–	0.55%	14
2020 Q2	$1.21M	Buy	+22,000	New	+$1.14M	0.52%	12
2020 Q1	–	Sell	-22,000	Closed	-$1.25M	–	29
2019 Q4	$1.25M	Hold	22,000	–	–	0.51%	12
2019 Q3	$1.2M	Hold	22,000	–	–	0.54%	11
2019 Q2	$1.2M	Hold	22,000	–	–	0.54%	12
2019 Q1	$1.12M	Hold	22,000	–	–	0.5%	13
2018 Q4	$995K	Hold	22,000	–	–	0.46%	12
2018 Q3	$1.17M	Hold	22,000	–	–	0.45%	11
2018 Q2	$1.07M	Hold	22,000	–	–	0.45%	12
2018 Q1	$1M	Hold	22,000	–	–	0.46%	14
2017 Q4	$986K	Hold	22,000	–	–	0.49%	11
2017 Q3	$902K	Hold	22,000	–	–	0.48%	12
2017 Q2	$903K	Hold	22,000	–	–	0.51%	11
2017 Q1	$885K	Hold	22,000	–	–	0.42%	14
2016 Q4	$831K	Buy	+22,000	New	+$819K	0.39%	15

Other funds holding IYC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Rainier Group Investment Advisory's IYC Position: Q3 2020 in Review

Rainier Group Investment Advisory held its iShares US Consumer Discretionary ETF (IYC) position steady in Q3 2020 at 22,000 shares worth $1.38M. The position accounts for 0.55% of the portfolio, ranked #14.

Rainier Group Investment Advisory first reported a position in IYC in Q4 2016 and has held it in 15 quarters since. 177 funds tracked by Wall St. Rank hold IYC as of Q3 2020.

Rainier Group Investment Advisory held 22,000 shares of iShares US Consumer Discretionary ETF worth $1.38M as of Q3 2020.
Rainier Group Investment Advisory left its iShares US Consumer Discretionary ETF share count unchanged in Q3 2020.
iShares US Consumer Discretionary ETF made up 0.55% of Rainier Group Investment Advisory's portfolio in Q3 2020, its #14 holding.
Rainier Group Investment Advisory first reported a position in iShares US Consumer Discretionary ETF in Q4 2016 and has held it in 15 quarters since.
177 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2020.

Based on Rainier Group Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.