WEC
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Winslow Evans & Crocker’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Winslow Evans & Crocker’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 		$98K Buy
+1,392
New +$92.4K 0.02% 439
2019
Q4 		– Sell
-1,736
Closed -$96K – 1150
2019
Q3 		$96K Hold
1,736
– – 0.03% 404
2019
Q2 		$96K Hold
1,736
– – 0.03% 405
2019
Q1 		$90K Hold
1,736
– – 0.03% 399
2018
Q4 		$80K Hold
1,736
– – 0.03% 395
2018
Q3 		$92K Hold
1,736
– – 0.03% 384
2018
Q2 		$84K Hold
1,736
– – 0.03% 399
2018
Q1 		$78.9K Hold
1,736
– – 0.03% 397
2017
Q4 		$77.6K Hold
1,736
– – 0.02% 406
2017
Q3 		$71K Buy
1,736
+4
+0.2% +$164 0.02% 410
2017
Q2 		$71.1K Sell
1,732
-4
-0.2% -$165 0.02% 484
2017
Q1 		$69.7K Hold
1,736
– – 0.02% 481
2016
Q4 		$65.4K Hold
1,736
– – 0.02% 474
2016
Q3 		$63.7K Hold
1,736
– – 0.02% 492
2016
Q2 		$62.1K Buy
1,736
+4
+0.2% +$144 0.02% 468
2016
Q1 		$63.1K Sell
1,732
-4
-0.2% -$138 0.02% 453
2015
Q4 		$62.6K Hold
1,736
– – 0.02% 489
2015
Q3 		$59.6K Hold
1,736
– – 0.02% 483
2015
Q2 		$62K Hold
1,736
– – 0.02% 507
2015
Q1 		$62.4K Buy
+1,736
New +$61.1K 0.02% 507
2014
Q2 		– Sell
-2,720
Closed -$81.8K – 1317
2014
Q1 		$81.8K Buy
2,720
+1,720
+172% +$51.7K 0.03% 401
2013
Q4 		$30K Buy
+1,000
New +$29K 0.01% 606

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

Winslow Evans & Crocker's IYC Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in iShares US Consumer Discretionary ETF (IYC) in Q4 2020: 1,392 shares worth $98K. The stake represents 0.02% of the portfolio and ranks #439 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in IYC as recently as Q3 2019.

Winslow Evans & Crocker first reported a position in IYC in Q4 2013 and has held it in 22 quarters since. 196 funds tracked by Wall St. Rank hold IYC as of Q4 2020.

  • Winslow Evans & Crocker held 1,392 shares of iShares US Consumer Discretionary ETF worth $98K as of Q4 2020.
  • iShares US Consumer Discretionary ETF was a new Winslow Evans & Crocker position in Q4 2020.
  • iShares US Consumer Discretionary ETF made up 0.02% of Winslow Evans & Crocker's portfolio in Q4 2020, its #439 holding.
  • Winslow Evans & Crocker first reported a position in iShares US Consumer Discretionary ETF in Q4 2013 and has held it in 22 quarters since.
  • 196 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.