Camarda Financial Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Camarda Financial 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	-137,272	Closed	-$13.7M	–	117
2025 Q2	$13.7M	Buy	+137,272	New	+$12.7M	5.38%	3
2025 Q1	–	Sell	-145,296	Closed	-$14M	–	110
2024 Q4	$14M	Buy	+145,296	New	+$13.6M	5.25%	4
2019 Q2	–	Sell	-264	Closed	-$13K	–	540
2019 Q1	$13K	Buy	+264	New	+$13K	0.02%	170
2016 Q3	–	Sell	-232	Closed	-$8K	–	229
2016 Q2	$8K	Sell	232 -3,552	-94%	-$128K	0.01%	219
2016 Q1	$138K	Buy	3,784 +624	+20%	+$21.5K	0.09%	118
2015 Q4	$114K	Buy	+3,160	New	+$115K	0.07%	131
2014 Q3	–	Sell	-1,132	Closed	-$35K	–	229
2014 Q2	$35K	Buy	1,132 +720	+175%	+$21.7K	0.02%	145
2014 Q1	$12K	Buy	+412	New	+$12.4K	0.01%	150

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

Camarda Financial Advisors's IYC Position: Q3 2025 in Review

Camarda Financial Advisors sold out of iShares US Consumer Discretionary ETF (IYC) in Q3 2025, closing a stake of 137,272 shares — an estimated $13.7M sold.

Camarda Financial Advisors first reported a position in IYC in Q1 2014 and held it in 8 quarters. The position peaked at $14M in Q4 2024. 265 funds tracked by Wall St. Rank hold IYC as of Q3 2025.

Camarda Financial Advisors reported no remaining iShares US Consumer Discretionary ETF position as of Q3 2025 after selling out during the quarter.
Camarda Financial Advisors sold 137,272 iShares US Consumer Discretionary ETF shares in Q3 2025, an estimated $13.7M.
Camarda Financial Advisors first reported a position in iShares US Consumer Discretionary ETF in Q1 2014 and held it in 8 quarters.
Camarda Financial Advisors's iShares US Consumer Discretionary ETF position peaked at $14M in Q4 2024.
265 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2025.

Based on Camarda Financial Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.