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Atria Wealth Solutions’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Atria Wealth Solutions’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
-2,306
Closed -$222K – 1975
2024
Q4 		$222K Sell
2,306
-140
-6% -$13.1K ﹤0.01% 1762
2024
Q3 		$215K Sell
2,446
-2,776
-53% -$230K ﹤0.01% 1740
2024
Q2 		$424K Sell
5,222
-3,263
-38% -$259K ﹤0.01% 1315
2024
Q1 		$696K Buy
8,485
+4,459
+111% +$348K 0.01% 1085
2023
Q4 		$305K Buy
4,026
+233
+6% +$16.2K ﹤0.01% 1488
2023
Q3 		$254K Sell
3,793
-90
-2% -$6.35K ﹤0.01% 1522
2023
Q2 		$276K Sell
3,883
-686
-15% -$45K ﹤0.01% 1499
2023
Q1 		$296K Sell
4,569
-2,784
-38% -$175K ﹤0.01% 1431
2022
Q4 		$419K Sell
7,353
-2,047
-22% -$122K 0.01% 1176
2022
Q3 		$547K Sell
9,400
-348
-4% -$22.2K 0.01% 971
2022
Q2 		$553K Sell
9,748
-1,568
-14% -$101K 0.01% 920
2022
Q1 		$849K Buy
+11,316
New +$851K 0.01% 798

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 $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 $36.1B AUM 19.68% 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

Atria Wealth Solutions's IYC Position: Q1 2025 in Review

Atria Wealth Solutions sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2025, closing a stake of 2,306 shares — an estimated $222K sold.

Atria Wealth Solutions first reported a position in IYC in Q1 2022 and held it in 12 quarters. The position peaked at $849K in Q1 2022. 238 funds tracked by Wall St. Rank hold IYC as of Q1 2025.

  • Atria Wealth Solutions reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 2,306 iShares US Consumer Discretionary ETF shares in Q1 2025, an estimated $222K.
  • Atria Wealth Solutions first reported a position in iShares US Consumer Discretionary ETF in Q1 2022 and held it in 12 quarters.
  • Atria Wealth Solutions's iShares US Consumer Discretionary ETF position peaked at $849K in Q1 2022.
  • 238 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.