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Ferguson Wellman Capital Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Ferguson Wellman Capital Management’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 		$5.41M Sell
55,818
-1,300
-2% -$133K 0.07% 126
2025
Q4 		$5.89M Buy
57,118
+149
+0.3% +$15.3K 0.09% 94
2025
Q3 		$5.97M Sell
56,969
-120
-0.2% -$12.3K 0.1% 91
2025
Q2 		$5.69M Sell
57,089
-1,565
-3% -$145K 0.1% 93
2025
Q1 		$5.18M Sell
58,654
-1,683
-3% -$161K 0.1% 98
2024
Q4 		$5.8M Buy
60,337
+322
+0.5% +$30.1K 0.11% 94
2024
Q3 		$5.28M Sell
60,015
-760
-1% -$62.9K 0.1% 99
2024
Q2 		$4.94M Sell
60,775
-270
-0.4% -$21.5K 0.1% 98
2024
Q1 		$5M Sell
61,045
-5,475
-8% -$427K 0.1% 97
2023
Q4 		$5.04M Sell
66,520
-2,410
-3% -$168K 0.11% 99
2023
Q3 		$4.61M Sell
68,930
-675
-1% -$47.7K 0.11% 97
2023
Q2 		$4.95M Sell
69,605
-6,900
-9% -$453K 0.12% 101
2023
Q1 		$4.95M Sell
76,505
-1,506
-2% -$94.4K 0.12% 98
2022
Q4 		$4.44M Buy
78,011
+3,943
+5% +$236K 0.12% 106
2022
Q3 		$4.31M Buy
74,068
+4,117
+6% +$262K 0.17% 82
2022
Q2 		$3.97M Sell
69,951
-4,590
-6% -$296K 0.15% 95
2022
Q1 		$5.59M Sell
74,541
-2,780
-4% -$209K 0.18% 88
2021
Q4 		$6.5M Sell
77,321
-7,120
-8% -$590K 0.19% 77
2021
Q3 		$6.53M Sell
84,441
-569
-0.7% -$44.8K 0.21% 77
2021
Q2 		$6.6M Sell
85,010
-3,130
-4% -$240K 0.21% 78
2021
Q1 		$6.6M Sell
88,140
-6,280
-7% -$457K 0.23% 76
2020
Q4 		$6.66M Sell
94,420
-1,680
-2% -$112K 0.16% 117
2020
Q3 		$6.01M Sell
96,100
-7,200
-7% -$435K 0.17% 112
2020
Q2 		$5.66M Sell
103,300
-9,660
-9% -$500K 0.17% 108
2020
Q1 		$5M Sell
112,960
-37,680
-25% -$2.01M 0.19% 106
2019
Q4 		$8.6M Sell
150,640
-2,360
-2% -$131K 0.25% 97
2019
Q3 		$8.31M Sell
153,000
-840
-0.5% -$46.1K 0.27% 94
2019
Q2 		$8.37M Sell
153,840
-56,420
-27% -$3M 0.28% 94
2019
Q1 		$10.7M Sell
210,260
-106,600
-34% -$5.24M 0.37% 79
2018
Q4 		$14.3M Buy
+316,860
New +$15.4M 0.55% 53

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 $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ferguson Wellman Capital Management's IYC Position: Q1 2026 in Review

Ferguson Wellman Capital Management reduced its iShares US Consumer Discretionary ETF (IYC) stake by 2.3% in Q1 2026, selling an estimated $133K and leaving 55,818 shares worth $5.41M. The position accounts for 0.07% of the portfolio, ranked #126.

Ferguson Wellman Capital Management first reported a position in IYC in Q4 2018 and has held it in 30 quarters since. The position peaked at $14.3M in Q4 2018. 251 funds tracked by Wall St. Rank hold IYC as of Q1 2026.

  • Ferguson Wellman Capital Management held 55,818 shares of iShares US Consumer Discretionary ETF worth $5.41M as of Q1 2026.
  • Ferguson Wellman Capital Management sold 1,300 iShares US Consumer Discretionary ETF shares in Q1 2026, an estimated $133K.
  • iShares US Consumer Discretionary ETF made up 0.07% of Ferguson Wellman Capital Management's portfolio in Q1 2026, its #126 holding.
  • Ferguson Wellman Capital Management first reported a position in iShares US Consumer Discretionary ETF in Q4 2018 and has held it in 30 quarters since.
  • Ferguson Wellman Capital Management's iShares US Consumer Discretionary ETF position peaked at $14.3M in Q4 2018.
  • 251 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q1 2026, filed 1 May 2026.