Renaissance Investment Consultants Holding Company’s iShares US Financial Services ETF IYG Stock Holding History

Renaissance Investment Consultants Holding Company’s Portfolio IYG Stock Details IYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$3.63M	Buy	85,392 +10,038	+13%	+$414K	3.39%	8
2020 Q2	$3.06M	Buy	75,354 +2,334	+3%	+$89.7K	3.34%	10
2020 Q1	$2.5M	Buy	+73,020	New	+$3.33M	3.48%	6

Other funds holding IYG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Renaissance Investment Consultants Holding Company's IYG Position: Q3 2020 in Review

Renaissance Investment Consultants Holding Company increased its iShares US Financial Services ETF (IYG) stake by 13% in Q3 2020, buying an estimated $414K and bringing the position to 85,392 shares worth $3.63M. The position accounts for 3.39% of the portfolio, ranked #8.

Renaissance Investment Consultants Holding Company first reported a position in IYG in Q1 2020 and has held it in 3 quarters since. 221 funds tracked by Wall St. Rank hold IYG as of Q3 2020.

Renaissance Investment Consultants Holding Company held 85,392 shares of iShares US Financial Services ETF worth $3.63M as of Q3 2020.
Renaissance Investment Consultants Holding Company bought 10,038 iShares US Financial Services ETF shares in Q3 2020, an estimated $414K.
iShares US Financial Services ETF made up 3.39% of Renaissance Investment Consultants Holding Company's portfolio in Q3 2020, its #8 holding.
Renaissance Investment Consultants Holding Company first reported a position in iShares US Financial Services ETF in Q1 2020 and has held it in 3 quarters since.
221 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2020.

Based on Renaissance Investment Consultants Holding Company's 13F filing for Q3 2020, filed 6 Nov 2020.