Eaton Financial Holdings’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Eaton Financial Holdings’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	–	Sell	-30,062	Closed	-$3.1M	–	135
2025 Q4	$3.1M	Hold	30,062	–	–	0.83%	30
2025 Q3	$3.15M	Sell	30,062 -21	-0.1%	-$2.15K	0.89%	29
2025 Q2	$3M	Hold	30,083	–	–	0.92%	26
2025 Q1	$2.66M	Sell	30,083 -270	-0.9%	-$25.8K	1.1%	25
2024 Q4	$2.92M	Sell	30,353 -331	-1%	-$30.9K	1.12%	24
2024 Q3	$2.7M	Buy	+30,684	New	+$2.54M	1.1%	23
2024 Q1	$3.55M	Buy	+43,290	New	+$3.37M	1.84%	15

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Eaton Financial Holdings's IYC Position: Q1 2026 in Review

Eaton Financial Holdings sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2026, closing a stake of 30,062 shares — an estimated $3.1M sold.

Eaton Financial Holdings first reported a position in IYC in Q1 2024 and held it in 7 quarters. The position peaked at $3.55M in Q1 2024. 252 funds tracked by Wall St. Rank hold IYC as of Q1 2026.

Eaton Financial Holdings reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2026 after selling out during the quarter.
Eaton Financial Holdings sold 30,062 iShares US Consumer Discretionary ETF shares in Q1 2026, an estimated $3.1M.
Eaton Financial Holdings first reported a position in iShares US Consumer Discretionary ETF in Q1 2024 and held it in 7 quarters.
Eaton Financial Holdings's iShares US Consumer Discretionary ETF position peaked at $3.55M in Q1 2024.
252 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2026.

Based on Eaton Financial Holdings's 13F filing for Q1 2026, filed 15 Apr 2026.