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Rowland Carmichael Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Rowland Carmichael 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
2020
Q4 		$149K Hold
2,120
– – 0.05% 304
2020
Q3 		$133K Hold
2,120
– – 0.05% 285
2020
Q2 		$116K Hold
2,120
– – 0.05% 276
2020
Q1 		$94K Hold
2,120
– – 0.05% 256
2019
Q4 		$121K Hold
2,120
– – 0.04% 291
2019
Q3 		$115K Hold
2,120
– – 0.04% 286
2019
Q2 		$115K Hold
2,120
– – 0.04% 270
2019
Q1 		$108K Hold
2,120
– – 0.04% 264
2018
Q4 		$96K Hold
2,120
– – 0.04% 237
2018
Q3 		$112K Hold
2,120
– – 0.04% 286
2018
Q2 		$103K Hold
2,120
– – 0.04% 290
2018
Q1 		$97K Hold
2,120
– – 0.05% 263
2017
Q4 		$95K Hold
2,120
– – 0.05% 271
2017
Q3 		$87K Hold
2,120
– – 0.05% 251
2017
Q2 		$87K Hold
2,120
– – 0.05% 244
2017
Q1 		$85K Hold
2,120
– – 0.05% 239
2016
Q4 		$80K Hold
2,120
– – 0.05% 249
2016
Q3 		$78K Hold
2,120
– – 0.05% 243
2016
Q2 		$76K Hold
2,120
– – 0.05% 249
2016
Q1 		$77K Buy
+2,120
New +$73.1K 0.07% 160

Other funds holding IYC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Rowland Carmichael Advisors's IYC Position: Q4 2020 in Review

Rowland Carmichael Advisors held its iShares US Consumer Discretionary ETF (IYC) position steady in Q4 2020 at 2,120 shares worth $149K. The position accounts for 0.05% of the portfolio, ranked #304.

Rowland Carmichael Advisors first reported a position in IYC in Q1 2016 and has held it in 20 quarters since. 196 funds tracked by Wall St. Rank hold IYC as of Q4 2020.

  • Rowland Carmichael Advisors held 2,120 shares of iShares US Consumer Discretionary ETF worth $149K as of Q4 2020.
  • Rowland Carmichael Advisors left its iShares US Consumer Discretionary ETF share count unchanged in Q4 2020.
  • iShares US Consumer Discretionary ETF made up 0.05% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #304 holding.
  • Rowland Carmichael Advisors first reported a position in iShares US Consumer Discretionary ETF in Q1 2016 and has held it in 20 quarters since.
  • 196 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.