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

Centaurus Financial’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
Q1 		$509K Sell
5,248
-230
-4% -$23.5K 0.02% 523
2025
Q4 		$565K Sell
5,478
-1,222
-18% -$126K 0.03% 499
2025
Q3 		$702K Sell
6,700
-2,005
-23% -$205K 0.03% 422
2025
Q2 		$867K Buy
8,705
+4,876
+127% +$452K 0.05% 324
2025
Q1 		$338K Buy
+3,829
New +$365K 0.02% 544
2023
Q2 		– Sell
-3,799
Closed -$246K – 842
2023
Q1 		$246K Buy
+3,799
New +$238K 0.02% 605
2022
Q1 		– Sell
-6,215
Closed -$522K – 939
2021
Q4 		$522K Buy
6,215
+3,727
+150% +$309K 0.04% 425
2021
Q3 		$192K Hold
2,488
– – 0.02% 661
2021
Q2 		$193K Hold
2,488
– – 0.02% 680
2021
Q1 		$186K Buy
2,488
+148
+6% +$10.8K 0.02% 622
2020
Q4 		$165K Sell
2,340
-2,648
-53% -$176K 0.02% 599
2020
Q3 		$312K Buy
4,988
+2,648
+113% +$160K 0.04% 365
2020
Q2 		$128K Buy
+2,340
New +$121K 0.02% 536
2018
Q4 		– Sell
-8
Closed -$427 – 509
2018
Q3 		$427 Sell
8
-72
-90% -$3.67K 0.08% 261
2018
Q2 		$4K Sell
80
-11,316
-99% -$533K ﹤0.01% 1862
2018
Q1 		$519K Buy
11,396
+828
+8% +$38.9K 0.12% 194
2017
Q4 		$474K Buy
+10,568
New +$450K 0.12% 189

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Centaurus Financial's IYC Position: Q1 2026 in Review

Centaurus Financial reduced its iShares US Consumer Discretionary ETF (IYC) stake by 4.2% in Q1 2026, selling an estimated $23.5K and leaving 5,248 shares worth $509K. The position accounts for 0.02% of the portfolio, ranked #523.

Centaurus Financial first reported a position in IYC in Q4 2017 and has held it in 17 quarters since. The position peaked at $867K in Q2 2025. 251 funds tracked by Wall St. Rank hold IYC as of Q1 2026.

  • Centaurus Financial held 5,248 shares of iShares US Consumer Discretionary ETF worth $509K as of Q1 2026.
  • Centaurus Financial sold 230 iShares US Consumer Discretionary ETF shares in Q1 2026, an estimated $23.5K.
  • iShares US Consumer Discretionary ETF made up 0.02% of Centaurus Financial's portfolio in Q1 2026, its #523 holding.
  • Centaurus Financial first reported a position in iShares US Consumer Discretionary ETF in Q4 2017 and has held it in 17 quarters since.
  • Centaurus Financial's iShares US Consumer Discretionary ETF position peaked at $867K in Q2 2025.
  • 251 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.