Brinker Capital Investments’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Brinker Capital Investments’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 Q4	–	Sell	-6,593	Closed	-$691K	–	2153
2025 Q3	$691K	Buy	6,593 +1,998	+43%	+$205K	0.01%	1405
2025 Q2	$458K	Buy	+4,595	New	+$426K	﹤0.01%	1536

Other funds holding IYC

PCH

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

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

HIIFS

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

Brinker Capital Investments's IYC Position: Q4 2025 in Review

Brinker Capital Investments sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2025, closing a stake of 6,593 shares — an estimated $691K sold.

Brinker Capital Investments first reported a position in IYC in Q2 2025 and held it in 2 quarters. The position peaked at $691K in Q3 2025. 258 funds tracked by Wall St. Rank hold IYC as of Q4 2025.

Brinker Capital Investments reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2025 after selling out during the quarter.
Brinker Capital Investments sold 6,593 iShares US Consumer Discretionary ETF shares in Q4 2025, an estimated $691K.
Brinker Capital Investments first reported a position in iShares US Consumer Discretionary ETF in Q2 2025 and held it in 2 quarters.
Brinker Capital Investments's iShares US Consumer Discretionary ETF position peaked at $691K in Q3 2025.
258 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2025.

Based on Brinker Capital Investments's 13F filing for Q4 2025, filed 12 Feb 2026.