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Independent Financial Group’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Independent Financial Group’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
Q2 		– Sell
-2,611
Closed -$253K – 1593
2026
Q1 		$253K Sell
2,611
-248
-9% -$25.3K 0.01% 1248
2025
Q4 		$295K Sell
2,859
-1,941
-40% -$200K 0.01% 1160
2025
Q3 		$503K Buy
4,800
+1,168
+32% +$120K 0.01% 852
2025
Q2 		$362K Buy
+3,632
New +$337K 0.01% 928
2025
Q1 		– Sell
-25,491
Closed -$2.45M – 1218
2024
Q4 		$2.45M Buy
25,491
+22,924
+893% +$2.14M 0.08% 242
2024
Q3 		$226K Buy
+2,567
New +$212K 0.01% 999
2024
Q2 		– Sell
-27,965
Closed -$2.29M – 1120
2024
Q1 		$2.29M Sell
27,965
-2,848
-9% -$222K 0.11% 188
2023
Q4 		$2.33M Buy
+30,813
New +$2.15M 0.12% 180
2022
Q1 		– Sell
-7,254
Closed -$609K – 810
2021
Q4 		$609K Buy
7,254
+3,833
+112% +$317K 0.05% 371
2021
Q3 		$264K Buy
3,421
+64
+2% +$5.04K 0.03% 567
2021
Q2 		$261K Sell
3,357
-1,985
-37% -$152K 0.03% 576
2021
Q1 		$400K Buy
5,342
+52
+1% +$3.79K 0.05% 382
2020
Q4 		$373K Buy
5,290
+306
+6% +$20.3K 0.06% 368
2020
Q3 		$312K Buy
4,984
+692
+16% +$41.8K 0.06% 341
2020
Q2 		$235K Buy
+4,292
New +$222K 0.05% 377

Other funds holding IYC

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Independent Financial Group's IYC Position: Q2 2026 in Review

Independent Financial Group sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2026, closing a stake of 2,611 shares — an estimated $253K sold.

Independent Financial Group first reported a position in IYC in Q2 2020 and held it in 15 quarters. The position peaked at $2.45M in Q4 2024. 241 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

  • Independent Financial Group reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Financial Group sold 2,611 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $253K.
  • Independent Financial Group first reported a position in iShares US Consumer Discretionary ETF in Q2 2020 and held it in 15 quarters.
  • Independent Financial Group's iShares US Consumer Discretionary ETF position peaked at $2.45M in Q4 2024.
  • 241 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.