Financial Counselors Inc’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Financial Counselors Inc’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 Q2	–	Sell	-3,560	Closed	-$314K	–	288
2025 Q1	$314K	Hold	3,560	–	–	﹤0.01%	493
2024 Q4	$342K	Sell	3,560 -450	-11%	-$42K	0.01%	469
2024 Q3	$353K	Hold	4,010	–	–	0.01%	484
2024 Q2	$326K	Buy	4,010 +850	+27%	+$67.6K	0.01%	470
2024 Q1	$259K	Hold	3,160	–	–	﹤0.01%	522
2023 Q4	$239K	Hold	3,160	–	–	﹤0.01%	525
2023 Q3	$212K	Buy	+3,160	New	+$223K	﹤0.01%	529

Other funds holding IYC

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

Financial Counselors Inc's IYC Position: Q2 2025 in Review

Financial Counselors Inc sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2025, closing a stake of 3,560 shares — an estimated $314K sold.

Financial Counselors Inc first reported a position in IYC in Q3 2023 and held it in 7 quarters. The position peaked at $353K in Q3 2024. 256 funds tracked by Wall St. Rank hold IYC as of Q2 2025.

Financial Counselors Inc reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2025 after selling out during the quarter.
Financial Counselors Inc sold 3,560 iShares US Consumer Discretionary ETF shares in Q2 2025, an estimated $314K.
Financial Counselors Inc first reported a position in iShares US Consumer Discretionary ETF in Q3 2023 and held it in 7 quarters.
Financial Counselors Inc's iShares US Consumer Discretionary ETF position peaked at $353K in Q3 2024.
256 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.