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Advisory Alpha’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Advisory Alpha’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 		$204K Hold
2,105
– – 0.01% 531
2025
Q4 		$217K Hold
2,105
– – 0.01% 480
2025
Q3 		$220K Sell
2,105
-82
-4% -$8.4K 0.01% 487
2025
Q2 		$218K Buy
+2,187
New +$203K 0.01% 451
2025
Q1 		– Sell
-2,105
Closed -$202K – 466
2024
Q4 		$202K Buy
+2,105
New +$196K 0.01% 426
2024
Q1 		– Sell
-2,667
Closed -$202K – 389
2023
Q4 		$202K Buy
+2,667
New +$186K 0.01% 336

Other funds holding IYC

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 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 $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return