AP
IYC icon

Advisortrust Partners’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Advisortrust Partners’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
2026
Q1 		– Sell
-106,471
Closed -$11M – 259
2025
Q4 		$11M Buy
+106,471
New +$11M 4.82% 6

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 $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Advisortrust Partners's IYC Position: Q1 2026 in Review

Advisortrust Partners sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2026, closing a stake of 106,471 shares — an estimated $11M sold.

Advisortrust Partners first reported a position in IYC in Q4 2025 and held it in 1 quarter. The position peaked at $11M in Q4 2025. 252 funds tracked by Wall St. Rank hold IYC as of Q1 2026.

  • Advisortrust Partners reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2026 after selling out during the quarter.
  • Advisortrust Partners sold 106,471 iShares US Consumer Discretionary ETF shares in Q1 2026, an estimated $11M.
  • Advisortrust Partners first reported a position in iShares US Consumer Discretionary ETF in Q4 2025 and held it in 1 quarter.
  • Advisortrust Partners's iShares US Consumer Discretionary ETF position peaked at $11M in Q4 2025.
  • 252 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2026.

Based on Advisortrust Partners's 13F filing for Q1 2026, filed 6 May 2026.