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L & S Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

L & S 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
2025
Q1 		– Sell
-6,278
Closed -$604K – 364
2024
Q4 		$604K Sell
6,278
-40
-0.6% -$3.73K 0.07% 206
2024
Q3 		$556K Sell
6,318
-245
-4% -$20.3K 0.06% 224
2024
Q2 		$533K Sell
6,563
-13
-0.2% -$1.03K 0.06% 216
2024
Q1 		$539K Buy
+6,576
New +$513K 0.06% 223

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 $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

L & S Advisors's IYC Position: Q1 2025 in Review

L & S Advisors sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2025, closing a stake of 6,278 shares — an estimated $604K sold.

L & S Advisors first reported a position in IYC in Q1 2024 and held it in 4 quarters. The position peaked at $604K in Q4 2024. 238 funds tracked by Wall St. Rank hold IYC as of Q1 2025.

  • L & S Advisors reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2025 after selling out during the quarter.
  • L & S Advisors sold 6,278 iShares US Consumer Discretionary ETF shares in Q1 2025, an estimated $604K.
  • L & S Advisors first reported a position in iShares US Consumer Discretionary ETF in Q1 2024 and held it in 4 quarters.
  • L & S Advisors's iShares US Consumer Discretionary ETF position peaked at $604K in Q4 2024.
  • 238 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2025.

Based on L & S Advisors's 13F filing for Q1 2025, filed 9 May 2025.