Valeo Financial Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Valeo Financial 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 Q3	–	Sell	-376	Closed	-$21K	–	1867
2020 Q2	$21K	Hold	376	–	–	﹤0.01%	1040
2020 Q1	$18K	Hold	376	–	–	﹤0.01%	923
2019 Q4	$21K	Hold	376	–	–	﹤0.01%	914
2019 Q3	$20K	Hold	376	–	–	﹤0.01%	849
2019 Q2	$20K	Hold	376	–	–	﹤0.01%	845
2019 Q1	$19K	Hold	376	–	–	﹤0.01%	804
2018 Q4	$17K	Hold	376	–	–	﹤0.01%	750
2018 Q3	$18K	Hold	376	–	–	﹤0.01%	801
2018 Q2	$19K	Hold	376	–	–	﹤0.01%	782
2018 Q1	$17K	Hold	376	–	–	﹤0.01%	761
2017 Q4	$17K	Hold	376	–	–	﹤0.01%	708
2017 Q3	$15K	Buy	+376	New	+$15.4K	﹤0.01%	617

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

Valeo Financial Advisors's IYC Position: Q3 2020 in Review

Valeo Financial Advisors sold out of iShares US Consumer Discretionary ETF (IYC) in Q3 2020, closing a stake of 376 shares — an estimated $21K sold.

Valeo Financial Advisors first reported a position in IYC in Q3 2017 and held it in 12 quarters. The position peaked at $21K in Q2 2020. 177 funds tracked by Wall St. Rank hold IYC as of Q3 2020.

Valeo Financial Advisors reported no remaining iShares US Consumer Discretionary ETF position as of Q3 2020 after selling out during the quarter.
Valeo Financial Advisors sold 376 iShares US Consumer Discretionary ETF shares in Q3 2020, an estimated $21K.
Valeo Financial Advisors first reported a position in iShares US Consumer Discretionary ETF in Q3 2017 and held it in 12 quarters.
Valeo Financial Advisors's iShares US Consumer Discretionary ETF position peaked at $21K in Q2 2020.
177 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.