B. Riley Wealth Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

B. Riley Wealth Advisors’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 Q3	–	Sell	-3,264	Closed	-$325K	–	1137
2025 Q2	$325K	Buy	+3,264	New	+$302K	0.02%	678
2024 Q4	$490K	Buy	5,101 +374	+8%	+$34.9K	0.02%	705
2024 Q3	$411K	Sell	4,727 -914	-16%	-$75.6K	0.01%	822
2024 Q2	$458K	Sell	5,641 -237	-4%	-$18.8K	0.01%	854
2024 Q1	$394K	Sell	5,878 -13	-0.2%	-$1.01K	0.01%	915
2023 Q4	$446K	Buy	5,891 +13	+0.2%	+$907	0.01%	869
2023 Q3	$394K	Buy	5,878 +1,044	+22%	+$73.7K	0.01%	915
2023 Q2	$344K	Buy	4,834 +1,208	+33%	+$79.3K	0.01%	1046
2023 Q1	$235K	Buy	+3,626	New	+$227K	0.01%	1206

Other funds holding IYC

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

B. Riley Wealth Advisors's IYC Position: Q3 2025 in Review

B. Riley Wealth Advisors sold out of iShares US Consumer Discretionary ETF (IYC) in Q3 2025, closing a stake of 3,264 shares — an estimated $325K sold.

B. Riley Wealth Advisors first reported a position in IYC in Q1 2023 and held it in 9 quarters. The position peaked at $490K in Q4 2024. 265 funds tracked by Wall St. Rank hold IYC as of Q3 2025.

B. Riley Wealth Advisors reported no remaining iShares US Consumer Discretionary ETF position as of Q3 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 3,264 iShares US Consumer Discretionary ETF shares in Q3 2025, an estimated $325K.
B. Riley Wealth Advisors first reported a position in iShares US Consumer Discretionary ETF in Q1 2023 and held it in 9 quarters.
B. Riley Wealth Advisors's iShares US Consumer Discretionary ETF position peaked at $490K in Q4 2024.
265 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.