IFG Advisory’s iShares US Consumer Discretionary ETF IYC Stock Holding History

IFG Advisory’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	$63K	Hold	664	–	–	﹤0.01%	1235
2026 Q2	$67.1K	Buy	+664	New	+$67.3K	﹤0.01%	1227
2018 Q4	–	Sell	-7,620	Closed	-$403K	–	348
2018 Q3	$403K	Hold	7,620	–	–	0.08%	243
2018 Q2	$369K	Buy	7,620 +560	+8%	+$26.4K	0.08%	237
2018 Q1	$321K	Buy	7,060 +2,032	+40%	+$95.6K	0.07%	257
2017 Q4	$225K	Buy	+5,028	New	+$214K	0.05%	296

Other funds holding IYC

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

S&A Financial Services Overland Park, Kansas $162M AUM

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return

IFG Advisory's IYC Position: Q3 2026 in Review

IFG Advisory held its iShares US Consumer Discretionary ETF (IYC) position steady in Q3 2026 at 664 shares worth $63K. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

IFG Advisory first reported a position in IYC in Q4 2017 and has held it in 6 quarters since. The position peaked at $403K in Q3 2018. 137 funds tracked by Wall St. Rank hold IYC as of Q3 2026.

IFG Advisory held 664 shares of iShares US Consumer Discretionary ETF worth $63K as of Q3 2026.
IFG Advisory left its iShares US Consumer Discretionary ETF share count unchanged in Q3 2026.
iShares US Consumer Discretionary ETF made up ﹤0.01% of IFG Advisory's portfolio in Q3 2026, its #1235 holding.
IFG Advisory first reported a position in iShares US Consumer Discretionary ETF in Q4 2017 and has held it in 6 quarters since.
IFG Advisory's iShares US Consumer Discretionary ETF position peaked at $403K in Q3 2018.
137 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.