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

OneDigital Investment 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
-3,450
Closed -$332K – 1457
2024
Q4 		$332K Sell
3,450
-4,725
-58% -$441K ﹤0.01% 1083
2024
Q3 		$719K Buy
+8,175
New +$676K 0.01% 782

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 $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

OneDigital Investment Advisors's IYC Position: Q1 2025 in Review

OneDigital Investment Advisors sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2025, closing a stake of 3,450 shares — an estimated $332K sold.

OneDigital Investment Advisors first reported a position in IYC in Q3 2024 and held it in 2 quarters. The position peaked at $719K in Q3 2024. 238 funds tracked by Wall St. Rank hold IYC as of Q1 2025.

  • OneDigital Investment Advisors reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 3,450 iShares US Consumer Discretionary ETF shares in Q1 2025, an estimated $332K.
  • OneDigital Investment Advisors first reported a position in iShares US Consumer Discretionary ETF in Q3 2024 and held it in 2 quarters.
  • OneDigital Investment Advisors's iShares US Consumer Discretionary ETF position peaked at $719K in Q3 2024.
  • 238 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2025.

Based on OneDigital Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.