Diversify Advisory Services’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Diversify Advisory Services’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 Q1	–	Sell	-3,930	Closed	-$375K	–	659
2024 Q4	$375K	Buy	3,930 +60	+2%	+$5.6K	0.02%	433
2024 Q3	$339K	Buy	+3,870	New	+$320K	0.02%	472

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 New York $1.66T AUM 25.57% 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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Diversify Advisory Services's IYC Position: Q1 2025 in Review

Diversify Advisory Services sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2025, closing a stake of 3,930 shares — an estimated $375K sold.

Diversify Advisory Services first reported a position in IYC in Q3 2024 and held it in 2 quarters. The position peaked at $375K in Q4 2024. 238 funds tracked by Wall St. Rank hold IYC as of Q1 2025.

Diversify Advisory Services reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2025 after selling out during the quarter.
Diversify Advisory Services sold 3,930 iShares US Consumer Discretionary ETF shares in Q1 2025, an estimated $375K.
Diversify Advisory Services first reported a position in iShares US Consumer Discretionary ETF in Q3 2024 and held it in 2 quarters.
Diversify Advisory Services's iShares US Consumer Discretionary ETF position peaked at $375K in Q4 2024.
238 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2025.

Based on Diversify Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.