Focus Financial Network’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Focus Financial Network’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	$211K	Sell	2,229 -9	-0.4%	-$901	0.01%	725
2026 Q2	$226K	Buy	2,238 +2	+0.1%	+$203	0.01%	698
2026 Q1	$217K	Sell	2,236 -1,141	-34%	-$116K	0.01%	681
2025 Q4	$348K	Buy	3,377 +244	+8%	+$25.1K	0.01%	544
2025 Q3	$328K	Buy	3,133 +191	+6%	+$19.6K	0.01%	575
2025 Q2	$293K	Buy	2,942 +130	+5%	+$12K	0.01%	581
2025 Q1	$248K	Sell	2,812 -3	-0.1%	-$286	0.01%	602
2024 Q4	$271K	Buy	2,815 +44	+2%	+$4.11K	0.01%	581
2024 Q3	$244K	Buy	2,771 +4	+0.1%	+$331	0.01%	598
2024 Q2	$231K	Buy	2,767 +15	+0.5%	+$1.19K	0.01%	596
2024 Q1	$212K	Buy	2,752 +20	+0.7%	+$1.56K	0.01%	585
2023 Q4	$207K	Buy	+2,732	New	+$191K	0.01%	676
2023 Q3	–	Sell	-2,958	Closed	-$210K	–	603
2023 Q2	$210K	Sell	2,958 -721	-20%	-$47.3K	0.01%	548
2023 Q1	$238K	Sell	3,679 -601	-14%	-$37.7K	0.01%	499
2022 Q4	$244K	Sell	4,280 -2,880	-40%	-$172K	0.02%	412
2022 Q3	$417K	Sell	7,160 -1,099	-13%	-$70K	0.04%	309
2022 Q2	$469K	Sell	8,259 -518	-6%	-$33.5K	0.04%	297
2022 Q1	$659K	Buy	+8,777	New	+$660K	0.05%	258
2021 Q1	–	Sell	-5,125	Closed	-$361K	–	459
2020 Q4	$361K	Buy	5,125 +1,693	+49%	+$112K	0.03%	316
2020 Q3	$215K	Buy	+3,432	New	+$207K	0.02%	410

Other funds holding IYC

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 1-Year Est. Return

Lakeshore Capital Group Rolling Meadows, Illinois $157M AUM 15.53% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

Ameliora Wealth Management Zurich, Switzerland $350M AUM 14.23% 1-Year Est. Return

Whitener Capital Management Rocky Mount, North Carolina $501M AUM 25.27% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Focus Financial Network's IYC Position: Q3 2026 in Review

Focus Financial Network reduced its iShares US Consumer Discretionary ETF (IYC) stake by 0.4% in Q3 2026, selling an estimated $901 and leaving 2,229 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #725.

Focus Financial Network first reported a position in IYC in Q3 2020 and has held it in 20 quarters since. The position peaked at $659K in Q1 2022. 57 funds tracked by Wall St. Rank hold IYC as of Q3 2026.

Focus Financial Network held 2,229 shares of iShares US Consumer Discretionary ETF worth $211K as of Q3 2026.
Focus Financial Network sold 9 iShares US Consumer Discretionary ETF shares in Q3 2026, an estimated $901.
iShares US Consumer Discretionary ETF made up 0.01% of Focus Financial Network's portfolio in Q3 2026, its #725 holding.
Focus Financial Network first reported a position in iShares US Consumer Discretionary ETF in Q3 2020 and has held it in 20 quarters since.
Focus Financial Network's iShares US Consumer Discretionary ETF position peaked at $659K in Q1 2022.
57 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.