Fortis Group Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Fortis Group 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
2025 Q1	–	Sell	-136	Closed	-$13.1K	–	510
2024 Q4	$13.1K	Hold	136	–	–	﹤0.01%	290
2024 Q3	$12K	Hold	136	–	–	﹤0.01%	289
2024 Q2	$11.1K	Hold	136	–	–	﹤0.01%	290
2024 Q1	$11.1K	Sell	136 -136	-50%	-$10.6K	﹤0.01%	309
2023 Q4	$20.6K	Buy	272 +136	+100%	+$9.48K	0.01%	235
2023 Q3	$9.11K	Buy	+136	New	+$9.6K	﹤0.01%	237
2020 Q3	$17K	Buy	+272	New	+$16.4K	﹤0.01%	255

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 New York $1.66T AUM 25.57% 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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PFS

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

Fortis Group Advisors's IYC Position: Q1 2025 in Review

Fortis Group Advisors sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2025, closing a stake of 136 shares — an estimated $13.1K sold.

Fortis Group Advisors first reported a position in IYC in Q3 2020 and held it in 7 quarters. The position peaked at $20.6K in Q4 2023. 238 funds tracked by Wall St. Rank hold IYC as of Q1 2025.

Fortis Group Advisors reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2025 after selling out during the quarter.
Fortis Group Advisors sold 136 iShares US Consumer Discretionary ETF shares in Q1 2025, an estimated $13.1K.
Fortis Group Advisors first reported a position in iShares US Consumer Discretionary ETF in Q3 2020 and held it in 7 quarters.
Fortis Group Advisors's iShares US Consumer Discretionary ETF position peaked at $20.6K in Q4 2023.
238 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2025.

Based on Fortis Group Advisors's 13F filing for Q1 2025, filed 2 May 2025.