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

Kestra Private Wealth 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
2025
Q4 		– Sell
-2,315
Closed -$243K – 1770
2025
Q3 		$243K Sell
2,315
-35
-1% -$3.59K ﹤0.01% 1474
2025
Q2 		$234K Sell
2,350
-1,314
-36% -$122K ﹤0.01% 1430
2025
Q1 		$324K Buy
3,664
+21
+0.6% +$2K 0.01% 1168
2024
Q4 		$350K Sell
3,643
-171
-4% -$16K 0.01% 1079
2024
Q3 		$335K Sell
3,814
-976
-20% -$80.7K 0.01% 1052
2024
Q2 		$389K Sell
4,790
-47
-1% -$3.74K 0.01% 934
2024
Q1 		$396K Buy
4,837
+3
+0.1% +$234 0.01% 898
2023
Q4 		$366K Buy
4,834
+52
+1% +$3.63K 0.01% 860
2023
Q3 		$320K Buy
4,782
+700
+17% +$49.4K 0.01% 840
2023
Q2 		$291K Buy
4,082
+582
+17% +$38.2K 0.01% 836
2023
Q1 		$226K Sell
3,500
-33
-0.9% -$2.07K 0.01% 873
2022
Q4 		$201K Sell
3,533
-497
-12% -$29.7K 0.01% 805
2022
Q3 		$235K Buy
4,030
+401
+11% +$25.5K 0.01% 726
2022
Q2 		$206K Sell
3,629
-153
-4% -$9.88K 0.01% 791
2022
Q1 		$284K Buy
3,782
+226
+6% +$17K 0.01% 768
2021
Q4 		$299K Buy
3,556
+502
+16% +$41.6K 0.01% 763
2021
Q3 		$236K Buy
3,054
+327
+12% +$25.7K 0.01% 796
2021
Q2 		$212K Buy
+2,727
New +$209K 0.01% 792

Other funds holding IYC

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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Kestra Private Wealth Services's IYC Position: Q4 2025 in Review

Kestra Private Wealth Services sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2025, closing a stake of 2,315 shares — an estimated $243K sold.

Kestra Private Wealth Services first reported a position in IYC in Q2 2021 and held it in 18 quarters. The position peaked at $396K in Q1 2024. 259 funds tracked by Wall St. Rank hold IYC as of Q4 2025.

  • Kestra Private Wealth Services reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 2,315 iShares US Consumer Discretionary ETF shares in Q4 2025, an estimated $243K.
  • Kestra Private Wealth Services first reported a position in iShares US Consumer Discretionary ETF in Q2 2021 and held it in 18 quarters.
  • Kestra Private Wealth Services's iShares US Consumer Discretionary ETF position peaked at $396K in Q1 2024.
  • 259 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2025.

Based on Kestra Private Wealth Services's 13F filing for Q4 2025, filed 29 Jan 2026.