Sullivan, Bruyette, Speros & Blaney’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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 Q1	$279K	Hold	3,728	–	–	0.01%	249
2020 Q4	$263K	Hold	3,728	–	–	0.01%	243
2020 Q3	$233K	Hold	3,728	–	–	0.01%	229
2020 Q2	$204K	Hold	3,728	–	–	0.01%	234
2020 Q1	$165K	Hold	3,728	–	–	0.01%	231
2019 Q4	$213K	Hold	3,728	–	–	0.01%	241
2019 Q3	$203K	Hold	3,728	–	–	0.01%	233
2019 Q2	$203K	Buy	+3,728	New	+$198K	0.01%	228

Other funds holding IYC

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

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

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

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's IYC Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney held its iShares US Consumer Discretionary ETF (IYC) position steady in Q1 2021 at 3,728 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #249.

Sullivan, Bruyette, Speros & Blaney first reported a position in IYC in Q2 2019 and has held it in 8 quarters since. 206 funds tracked by Wall St. Rank hold IYC as of Q1 2021.

Sullivan, Bruyette, Speros & Blaney held 3,728 shares of iShares US Consumer Discretionary ETF worth $279K as of Q1 2021.
Sullivan, Bruyette, Speros & Blaney left its iShares US Consumer Discretionary ETF share count unchanged in Q1 2021.
iShares US Consumer Discretionary ETF made up 0.01% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #249 holding.
Sullivan, Bruyette, Speros & Blaney first reported a position in iShares US Consumer Discretionary ETF in Q2 2019 and has held it in 8 quarters since.
206 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.