Global Financial Private Client’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Global Financial Private Client’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	-728	Closed	-$64.3K	–	901
2025 Q1	$64.3K	Hold	728	–	–	0.02%	309
2024 Q4	$70K	Hold	728	–	–	0.03%	294
2024 Q3	$64K	Hold	728	–	–	0.03%	306
2024 Q2	$59.2K	Hold	728	–	–	0.02%	284
2024 Q1	$59.4K	Hold	728	–	–	0.03%	288
2023 Q4	$55.2K	Hold	728	–	–	0.03%	291
2023 Q3	$48.7K	Hold	728	–	–	0.03%	288
2023 Q2	$52.2K	Hold	728	–	–	0.03%	284
2023 Q1	$46.9K	Hold	728	–	–	0.02%	289
2022 Q4	$41.5K	Hold	728	–	–	0.02%	293
2022 Q3	$42.8K	Hold	728	–	–	0.02%	284
2022 Q2	$42K	Sell	728 -28	-4%	-$1.81K	0.02%	274
2022 Q1	$56.8K	Hold	756	–	–	0.03%	253
2021 Q4	$63.5K	Hold	756	–	–	0.03%	253
2021 Q3	$59.1K	Hold	756	–	–	0.03%	236
2021 Q2	$58.9K	Hold	756	–	–	0.03%	228
2021 Q1	$57.2K	Hold	756	–	–	0.04%	194
2020 Q4	$53.3K	Sell	756 -216	-22%	-$14.3K	0.04%	189
2020 Q3	$61.5K	Hold	972	–	–	0.05%	166
2020 Q2	$53.9K	Sell	972 -2,912	-75%	-$151K	0.05%	196
2020 Q1	$165K	Sell	3,884 -268	-6%	-$14.3K	0.17%	107
2019 Q4	$237K	Buy	+4,152	New	+$230K	0.2%	102

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

Global Financial Private Client's IYC Position: Q2 2025 in Review

Global Financial Private Client sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2025, closing a stake of 728 shares — an estimated $64.3K sold.

Global Financial Private Client first reported a position in IYC in Q4 2019 and held it in 22 quarters. The position peaked at $237K in Q4 2019. 256 funds tracked by Wall St. Rank hold IYC as of Q2 2025.

Global Financial Private Client reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 728 iShares US Consumer Discretionary ETF shares in Q2 2025, an estimated $64.3K.
Global Financial Private Client first reported a position in iShares US Consumer Discretionary ETF in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's iShares US Consumer Discretionary ETF position peaked at $237K in Q4 2019.
256 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.