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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s iShares US Consumer Discretionary ETF IYC Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’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
2025
Q1 		– Sell
-20,717
Closed -$1.99M – 83
2024
Q4 		$1.99M Buy
+20,717
New +$1.93M 1.35% 19

Other funds holding IYC

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's IYC Position: Q1 2025 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2025, closing a stake of 20,717 shares — an estimated $1.99M sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in IYC in Q4 2024 and held it in 1 quarter. The position peaked at $1.99M in Q4 2024. 239 funds tracked by Wall St. Rank hold IYC as of Q1 2025.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2025 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 20,717 iShares US Consumer Discretionary ETF shares in Q1 2025, an estimated $1.99M.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in iShares US Consumer Discretionary ETF in Q4 2024 and held it in 1 quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's iShares US Consumer Discretionary ETF position peaked at $1.99M in Q4 2024.
  • 239 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2025.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q1 2025, filed 10 Aug 2026.