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

Farther Finance 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 		$196K Sell
2,068
-1,648
-44% -$165K ﹤0.01% 2312
2026
Q2 		$376K Sell
3,716
-3,807
-51% -$386K ﹤0.01% 1766
2026
Q1 		$732K Buy
7,523
+1,723
+30% +$176K 0.01% 1165
2025
Q4 		$598K Buy
5,800
+1,978
+52% +$203K 0.01% 1189
2025
Q3 		$401K Buy
3,822
+2,026
+113% +$208K 0.01% 1200
2025
Q2 		$179K Sell
1,796
-444
-20% -$41.1K ﹤0.01% 1451
2025
Q1 		$199K Buy
2,240
+2,181
+3,697% +$208K 0.01% 1227
2024
Q4 		$5.67K Hold
59
– – ﹤0.01% 2613
2024
Q3 		$5.19K Buy
+59
New +$4.88K ﹤0.01% 2632
2024
Q2 		– Sell
-262
Closed -$21.4K – 3879
2024
Q1 		$21.4K Buy
+262
New +$20.4K ﹤0.01% 1470

Other funds holding IYC

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GSB
Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 27.33% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Farther Finance Advisors's IYC Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares US Consumer Discretionary ETF (IYC) stake by 44% in Q3 2026, selling an estimated $165K and leaving 2,068 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #2312.

Farther Finance Advisors first reported a position in IYC in Q1 2024 and has held it in 10 quarters since. The position peaked at $732K in Q1 2026. 11 funds tracked by Wall St. Rank hold IYC as of Q3 2026.

  • Farther Finance Advisors held 2,068 shares of iShares US Consumer Discretionary ETF worth $196K as of Q3 2026.
  • Farther Finance Advisors sold 1,648 iShares US Consumer Discretionary ETF shares in Q3 2026, an estimated $165K.
  • iShares US Consumer Discretionary ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2312 holding.
  • Farther Finance Advisors first reported a position in iShares US Consumer Discretionary ETF in Q1 2024 and has held it in 10 quarters since.
  • Farther Finance Advisors's iShares US Consumer Discretionary ETF position peaked at $732K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.