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 Q2	$421K	Sell	4,166 -1,082	-21%	-$110K	0.02%	624
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	-8,000	Closed	-$427K	–	510
2018 Q3	$427K	Buy	8,000 +7,920	+9,900%	+$404K	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 $20.6B AUM 59.59% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Centaurus Financial's IYC Position: Q2 2026 in Review

Centaurus Financial reduced its iShares US Consumer Discretionary ETF (IYC) stake by 21% in Q2 2026, selling an estimated $110K and leaving 4,166 shares worth $421K. The position accounts for 0.02% of the portfolio, ranked #624.

Centaurus Financial first reported a position in IYC in Q4 2017 and has held it in 18 quarters since. The position peaked at $867K in Q2 2025. 242 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Centaurus Financial held 4,166 shares of iShares US Consumer Discretionary ETF worth $421K as of Q2 2026.
Centaurus Financial sold 1,082 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $110K.
iShares US Consumer Discretionary ETF made up 0.02% of Centaurus Financial's portfolio in Q2 2026, its #624 holding.
Centaurus Financial first reported a position in iShares US Consumer Discretionary ETF in Q4 2017 and has held it in 18 quarters since.
Centaurus Financial's iShares US Consumer Discretionary ETF position peaked at $867K in Q2 2025.
242 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.