Pathstone Holdings
IYC icon

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

Pathstone 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
2025
Q2 		– Sell
-4,371
Closed -$386K – 2259
2025
Q1 		$386K Buy
4,371
+366
+9% +$34.9K ﹤0.01% 1838
2024
Q4 		$385K Sell
4,005
-216
-5% -$20.2K ﹤0.01% 1839
2024
Q3 		$371K Sell
4,221
-41
-1% -$3.39K ﹤0.01% 1875
2024
Q2 		$346K Sell
4,262
-121
-3% -$9.62K ﹤0.01% 1880
2024
Q1 		$359K Sell
4,383
-128
-3% -$9.98K ﹤0.01% 1829
2023
Q4 		$342K Buy
+4,511
New +$315K ﹤0.01% 1739

Other funds holding IYC

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PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return