Osaic Holdings
IYC icon

Osaic Holdings’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Osaic Holdings’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
Q3 		$5.44M Sell
57,334
-3,296
-5% -$330K 0.01% 1483
2026
Q2 		$6.13M Buy
60,630
+7,144
+13% +$724K 0.01% 1375
2026
Q1 		$5.18M Sell
53,486
-100,672
-65% -$10.3M 0.01% 1333
2025
Q4 		$15.9M Sell
154,158
-7,865
-5% -$809K 0.02% 681
2025
Q3 		$16.8M Buy
162,023
+11,874
+8% +$1.22M 0.02% 709
2025
Q2 		$15M Buy
150,149
+2,058
+1% +$191K 0.03% 620
2025
Q1 		$13.1M Buy
148,091
+39,816
+37% +$3.8M 0.03% 569
2024
Q4 		$10.4M Buy
108,275
+54,861
+103% +$5.12M 0.02% 634
2024
Q3 		$4.7M Sell
53,414
-1,581
-3% -$131K 0.01% 1076
2024
Q2 		$4.47M Sell
54,995
-16,375
-23% -$1.3M 0.01% 1076
2024
Q1 		$5.85M Buy
71,370
+292
+0.4% +$22.8K 0.01% 940
2023
Q4 		$5.39M Sell
71,078
-57,822
-45% -$4.03M 0.01% 1153
2023
Q3 		$8.63M Buy
128,900
+29,462
+30% +$2.08M 0.01% 942
2023
Q2 		$7.08M Buy
99,438
+41,431
+71% +$2.72M 0.01% 960
2023
Q1 		$3.75M Buy
58,007
+4,837
+9% +$303K 0.01% 1354
2022
Q4 		$3.03M Buy
53,170
+1,770
+3% +$106K 0.01% 1440
2022
Q3 		$2.99M Sell
51,400
-7,242
-12% -$461K 0.01% 1335
2022
Q2 		$3.33M Sell
58,642
-192,897
-77% -$12.5M 0.01% 1303
2022
Q1 		$18.9M Sell
251,539
-49,838
-17% -$3.75M 0.04% 453
2021
Q4 		$25.3M Buy
301,377
+2,211
+0.7% +$183K 0.05% 355
2021
Q3 		$23.1M Buy
299,166
+7,112
+2% +$559K 0.05% 358
2021
Q2 		$22.7M Sell
292,054
-31,102
-10% -$2.39M 0.05% 354
2021
Q1 		$24.2M Buy
323,156
+81,637
+34% +$5.94M 0.06% 316
2020
Q4 		$17M Buy
241,519
+1,143
+0.5% +$75.9K 0.05% 356
2020
Q3 		$15M Buy
240,376
+92,212
+62% +$5.57M 0.04% 353
2020
Q2 		$8.11M Buy
148,164
+109,660
+285% +$5.67M 0.03% 514
2020
Q1 		$1.71M Buy
+38,504
New +$2.06M 0.01% 1164

Other funds holding IYC

Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Cottonwood Capital Advisors
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Osaic Holdings's IYC Position: Q3 2026 in Review

Osaic Holdings reduced its iShares US Consumer Discretionary ETF (IYC) stake by 5.4% in Q3 2026, selling an estimated $330K and leaving 57,334 shares worth $5.44M. The position accounts for 0.01% of the portfolio, ranked #1483.

Osaic Holdings first reported a position in IYC in Q1 2020 and has held it in 27 quarters since. The position peaked at $25.3M in Q4 2021. 192 funds tracked by Wall St. Rank hold IYC as of Q3 2026.

  • Osaic Holdings held 57,334 shares of iShares US Consumer Discretionary ETF worth $5.44M as of Q3 2026.
  • Osaic Holdings sold 3,296 iShares US Consumer Discretionary ETF shares in Q3 2026, an estimated $330K.
  • iShares US Consumer Discretionary ETF made up 0.01% of Osaic Holdings's portfolio in Q3 2026, its #1483 holding.
  • Osaic Holdings first reported a position in iShares US Consumer Discretionary ETF in Q1 2020 and has held it in 27 quarters since.
  • Osaic Holdings's iShares US Consumer Discretionary ETF position peaked at $25.3M in Q4 2021.
  • 192 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.