Corient Private Wealth
IYC icon

Corient Private Wealth’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Corient Private Wealth’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 		$965K Sell
10,904
-13,758
-56% -$1.4M ﹤0.01% 1684
2025
Q4 		$2.55M Buy
24,662
+9,615
+64% +$989K ﹤0.01% 1396
2025
Q3 		$1.58M Sell
15,047
-5,767
-28% -$591K ﹤0.01% 1183
2025
Q2 		$2.07M Sell
20,814
-6,392
-23% -$592K ﹤0.01% 1024
2025
Q1 		$2.4M Buy
27,206
+14,110
+108% +$1.35M ﹤0.01% 909
2024
Q4 		$1.26M Sell
13,096
-1,401
-10% -$131K ﹤0.01% 1210
2024
Q3 		$1.27M Buy
14,497
+1,491
+11% +$123K ﹤0.01% 1292
2024
Q2 		$1.06M Buy
13,006
+123
+1% +$9.78K ﹤0.01% 1298
2024
Q1 		$1.06M Sell
12,883
-88
-0.7% -$6.86K ﹤0.01% 1300
2023
Q4 		$983K Buy
12,971
+2,525
+24% +$176K ﹤0.01% 1288
2023
Q3 		$699K Sell
10,446
-528
-5% -$37.3K ﹤0.01% 1323
2023
Q2 		$781K Buy
10,974
+445
+4% +$29.2K ﹤0.01% 1245
2023
Q1 		$681K Buy
10,529
+4,917
+88% +$308K ﹤0.01% 1243
2022
Q4 		$320K Buy
+5,612
New +$336K ﹤0.01% 1312

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 $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return