FIG Financial Advisory Services’s iShares US Consumer Discretionary ETF IYC Stock Holding History

FIG Financial Advisory Services’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
2025 Q1	–	Sell	-20,717	Closed	-$1.99M	–	83
2024 Q4	$1.99M	Buy	+20,717	New	+$1.93M	1.35%	19

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 $1.37T AUM 24.88% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FIG Financial Advisory Services's IYC Position: Q1 2025 in Review

FIG Financial Advisory Services sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2025, closing a stake of 20,717 shares — an estimated $1.99M sold.

FIG Financial Advisory Services first reported a position in IYC in Q4 2024 and held it in 1 quarter. The position peaked at $1.99M in Q4 2024. 239 funds tracked by Wall St. Rank hold IYC as of Q1 2025.

FIG Financial Advisory Services reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2025 after selling out during the quarter.
FIG Financial Advisory Services sold 20,717 iShares US Consumer Discretionary ETF shares in Q1 2025, an estimated $1.99M.
FIG Financial Advisory Services first reported a position in iShares US Consumer Discretionary ETF in Q4 2024 and held it in 1 quarter.
FIG Financial Advisory Services's iShares US Consumer Discretionary ETF position peaked at $1.99M in Q4 2024.
239 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2025.

Based on FIG Financial Advisory Services's 13F filing for Q1 2025, filed 10 Aug 2026.