Dynamic Advisor Solutions
IYC icon

Dynamic Advisor Solutions’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Dynamic Advisor Solutions’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 		$276K Sell
2,910
-7
-0.2% -$701 0.01% 860
2026
Q2 		$295K Buy
+2,917
New +$296K 0.01% 862
2018
Q1 		– Sell
-24,376
Closed -$1.09M – 374
2017
Q4 		$1.09M Buy
+24,376
New +$1.04M 0.36% 93

Other funds holding IYC

Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CCA
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
TritonPoint Wealth
TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 1-Year Est. Return
LCG
Lakeshore Capital Group Rolling Meadows, Illinois $157M AUM 15.53% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
WCM
Whitener Capital Management Rocky Mount, North Carolina $501M AUM 24.72% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
RCS
R2 Capital Strategies Lincoln, Nebraska $236M AUM

Dynamic Advisor Solutions's IYC Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its iShares US Consumer Discretionary ETF (IYC) stake by 0.24% in Q3 2026, selling an estimated $701 and leaving 2,910 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #860.

Dynamic Advisor Solutions first reported a position in IYC in Q4 2017 and has held it in 3 quarters since. The position peaked at $1.09M in Q4 2017. 42 funds tracked by Wall St. Rank hold IYC as of Q3 2026.

  • Dynamic Advisor Solutions held 2,910 shares of iShares US Consumer Discretionary ETF worth $276K as of Q3 2026.
  • Dynamic Advisor Solutions sold 7 iShares US Consumer Discretionary ETF shares in Q3 2026, an estimated $701.
  • iShares US Consumer Discretionary ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #860 holding.
  • Dynamic Advisor Solutions first reported a position in iShares US Consumer Discretionary ETF in Q4 2017 and has held it in 3 quarters since.
  • Dynamic Advisor Solutions's iShares US Consumer Discretionary ETF position peaked at $1.09M in Q4 2017.
  • 42 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.