FFA
IYC icon

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
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 – 3888
2024
Q1 		$21.4K Buy
+262
New +$20.4K ﹤0.01% 1470

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return