Kovack Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Kovack Advisors’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 Q1	–	Sell	-2,235	Closed	-$230K	–	1059
2025 Q4	$230K	Buy	+2,235	New	+$230K	0.01%	883
2021 Q4	–	Sell	-4,335	Closed	-$335K	–	739
2021 Q3	$335K	Buy	4,335 +190	+5%	+$14.9K	0.04%	487
2021 Q2	$322K	Buy	4,145 +329	+9%	+$25.2K	0.04%	490
2021 Q1	$286K	Hold	3,816	–	–	0.04%	478
2020 Q4	$269K	Buy	+3,816	New	+$253K	0.04%	442

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kovack Advisors's IYC Position: Q1 2026 in Review

Kovack Advisors sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2026, closing a stake of 2,235 shares — an estimated $230K sold.

Kovack Advisors first reported a position in IYC in Q4 2020 and held it in 5 quarters. The position peaked at $335K in Q3 2021. 252 funds tracked by Wall St. Rank hold IYC as of Q1 2026.

Kovack Advisors reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2026 after selling out during the quarter.
Kovack Advisors sold 2,235 iShares US Consumer Discretionary ETF shares in Q1 2026, an estimated $230K.
Kovack Advisors first reported a position in iShares US Consumer Discretionary ETF in Q4 2020 and held it in 5 quarters.
Kovack Advisors's iShares US Consumer Discretionary ETF position peaked at $335K in Q3 2021.
252 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.