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

Doliver 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
2026
Q3 		– Sell
-3,269
Closed -$330K – 188
2026
Q2 		$330K Hold
3,269
– – 0.07% 154
2026
Q1 		$317K Hold
3,269
– – 0.07% 151
2025
Q4 		$337K Hold
3,269
– – 0.08% 141
2025
Q3 		$343K Buy
+3,269
New +$335K 0.09% 140

Other funds holding IYC

Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Cottonwood Capital Advisors
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
S&A Financial Services
S&A Financial Services Overland Park, Kansas $162M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
TritonPoint Wealth
TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 1-Year Est. Return
Patten & Patten
Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return

Doliver Advisors's IYC Position: Q3 2026 in Review

Doliver Advisors sold out of iShares US Consumer Discretionary ETF (IYC) in Q3 2026, closing a stake of 3,269 shares — an estimated $330K sold.

Doliver Advisors first reported a position in IYC in Q3 2025 and held it in 4 quarters. The position peaked at $343K in Q3 2025. 136 funds tracked by Wall St. Rank hold IYC as of Q3 2026.

  • Doliver Advisors reported no remaining iShares US Consumer Discretionary ETF position as of Q3 2026 after selling out during the quarter.
  • Doliver Advisors sold 3,269 iShares US Consumer Discretionary ETF shares in Q3 2026, an estimated $330K.
  • Doliver Advisors first reported a position in iShares US Consumer Discretionary ETF in Q3 2025 and held it in 4 quarters.
  • Doliver Advisors's iShares US Consumer Discretionary ETF position peaked at $343K in Q3 2025.
  • 136 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.