KA
IYC icon

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 $14.7B AUM 47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return