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

Kestra Advisory Services’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	$306K	Sell	3,025 -391	-11%	-$39.6K	﹤0.01%	2748
2026 Q1	$331K	Buy	3,416 +713	+26%	+$72.7K	﹤0.01%	2537
2025 Q4	$279K	Sell	2,703 -1,081	-29%	-$111K	﹤0.01%	2605
2025 Q3	$397K	Sell	3,784 -14,927	-80%	-$1.53M	﹤0.01%	2222
2025 Q2	$1.86M	Buy	18,711 +14,992	+403%	+$1.39M	0.01%	1116
2025 Q1	$328K	Buy	3,719 +3	+0.1%	+$286	﹤0.01%	2114
2024 Q4	$357K	Buy	3,716 +832	+29%	+$77.7K	﹤0.01%	2110
2024 Q3	$254K	Sell	2,884 -1,035	-26%	-$85.6K	﹤0.01%	2203
2024 Q2	$254K	Buy	+3,919	New	+$312K	﹤0.01%	2231
2023 Q2	–	Sell	-8,471	Closed	-$548K	–	2148
2023 Q1	$548K	Buy	8,471 +1,425	+20%	+$89.3K	0.01%	1229
2022 Q4	$401K	Buy	7,046 +1,911	+37%	+$114K	﹤0.01%	1542
2022 Q3	$299K	Sell	5,135 -1,461	-22%	-$93K	﹤0.01%	1592
2022 Q2	$374K	Sell	6,596 -6,292	-49%	-$406K	﹤0.01%	1487
2022 Q1	$967K	Sell	12,888 -1,815	-12%	-$136K	0.01%	982
2021 Q4	$1.24M	Sell	14,703 -825	-5%	-$68.3K	0.01%	887
2021 Q3	$1.2M	Sell	15,528 -143	-0.9%	-$11.2K	0.01%	918
2021 Q2	$1.22M	Buy	15,671 +31	+0.2%	+$2.38K	0.01%	843
2021 Q1	$1.17M	Sell	15,640 -7,796	-33%	-$567K	0.01%	803
2020 Q4	$1.65M	Buy	23,436 +23,320	+20,103%	+$1.55M	0.02%	660
2020 Q3	$596K	Buy	+116	New	+$7.01K	0.01%	812

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Kestra Advisory Services's IYC Position: Q2 2026 in Review

Kestra Advisory Services reduced its iShares US Consumer Discretionary ETF (IYC) stake by 11% in Q2 2026, selling an estimated $39.6K and leaving 3,025 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #2748.

Kestra Advisory Services first reported a position in IYC in Q3 2020 and has held it in 20 quarters since. The position peaked at $1.86M in Q2 2025. 244 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Kestra Advisory Services held 3,025 shares of iShares US Consumer Discretionary ETF worth $306K as of Q2 2026.
Kestra Advisory Services sold 391 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $39.6K.
iShares US Consumer Discretionary ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2748 holding.
Kestra Advisory Services first reported a position in iShares US Consumer Discretionary ETF in Q3 2020 and has held it in 20 quarters since.
Kestra Advisory Services's iShares US Consumer Discretionary ETF position peaked at $1.86M in Q2 2025.
244 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.