CCA
IYC icon

Cadent Capital Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Cadent Capital 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
2026
Q3 		– Sell
-3,883
Closed -$393K – 202
2026
Q2 		$393K Buy
3,883
+352
+10% +$35.7K 0.08% 136
2026
Q1 		$342K Sell
3,531
-48,500
-93% -$4.95M 0.09% 137
2025
Q4 		$5.37M Buy
52,031
+2,312
+5% +$238K 1.38% 21
2025
Q3 		$5.21M Buy
49,719
+562
+1% +$57.6K 1.37% 18
2025
Q2 		$4.9M Buy
49,157
+507
+1% +$47K 1.57% 18
2025
Q1 		$4.3M Buy
48,650
+4,930
+11% +$470K 1.53% 18
2024
Q4 		$4.2M Buy
+43,720
New +$4.08M 1.46% 17
2023
Q3 		– Sell
-4,902
Closed -$349K – 137
2023
Q2 		$349K Buy
4,902
+7
+0.1% +$459 0.21% 74
2023
Q1 		$317K Buy
4,895
+10
+0.2% +$627 0.14% 83
2022
Q4 		$278K Buy
4,885
+7
+0.1% +$419 0.14% 89
2022
Q3 		$284K Buy
4,878
+9
+0.2% +$573 0.16% 77
2022
Q2 		$276K Buy
4,869
+4
+0.1% +$258 0.16% 82
2022
Q1 		$365K Sell
4,865
-74,656
-94% -$5.61M 0.17% 85
2021
Q4 		$6.68M Buy
79,521
+572
+0.7% +$47.4K 2.95% 8
2021
Q3 		$6.1M Buy
78,949
+2,516
+3% +$198K 2.72% 9
2021
Q2 		$5.93M Buy
76,433
+795
+1% +$61K 2.47% 10
2021
Q1 		$5.66M Sell
75,638
-7,971
-10% -$580K 2.51% 9
2020
Q4 		$5.89M Buy
+83,609
New +$5.55M 2.9% 9

Other funds holding IYC

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GSB
Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 27.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Cadent Capital Advisors's IYC Position: Q3 2026 in Review

Cadent Capital Advisors sold out of iShares US Consumer Discretionary ETF (IYC) in Q3 2026, closing a stake of 3,883 shares — an estimated $393K sold.

Cadent Capital Advisors first reported a position in IYC in Q4 2020 and held it in 18 quarters. The position peaked at $6.68M in Q4 2021. 10 funds tracked by Wall St. Rank hold IYC as of Q3 2026.

  • Cadent Capital Advisors reported no remaining iShares US Consumer Discretionary ETF position as of Q3 2026 after selling out during the quarter.
  • Cadent Capital Advisors sold 3,883 iShares US Consumer Discretionary ETF shares in Q3 2026, an estimated $393K.
  • Cadent Capital Advisors first reported a position in iShares US Consumer Discretionary ETF in Q4 2020 and held it in 18 quarters.
  • Cadent Capital Advisors's iShares US Consumer Discretionary ETF position peaked at $6.68M in Q4 2021.
  • 10 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2026.

Based on Cadent Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.