Pinkerton Retirement Specialists’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Pinkerton Retirement Specialists’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 Q3	–	Sell	-344,097	Closed	-$34.3M	–	148
2025 Q2	$34.3M	Buy	+344,097	New	+$31.9M	4.09%	5
2025 Q1	–	Sell	-120,291	Closed	-$11.6M	–	124
2024 Q4	$11.6M	Buy	+120,291	New	+$11.2M	1.68%	14
2024 Q2	–	Sell	-82,451	Closed	-$6.76M	–	134
2024 Q1	$6.76M	Buy	82,451 +18,002	+28%	+$1.4M	1.09%	18
2023 Q4	$4.88M	Buy	+64,449	New	+$4.49M	0.94%	17
2023 Q3	–	Sell	-19,215	Closed	-$1.37M	–	150
2023 Q2	$1.37M	Buy	+19,215	New	+$1.26M	0.27%	82

Other funds holding IYC

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Pinkerton Retirement Specialists's IYC Position: Q3 2025 in Review

Pinkerton Retirement Specialists sold out of iShares US Consumer Discretionary ETF (IYC) in Q3 2025, closing a stake of 344,097 shares — an estimated $34.3M sold.

Pinkerton Retirement Specialists first reported a position in IYC in Q2 2023 and held it in 5 quarters. The position peaked at $34.3M in Q2 2025. 265 funds tracked by Wall St. Rank hold IYC as of Q3 2025.

Pinkerton Retirement Specialists reported no remaining iShares US Consumer Discretionary ETF position as of Q3 2025 after selling out during the quarter.
Pinkerton Retirement Specialists sold 344,097 iShares US Consumer Discretionary ETF shares in Q3 2025, an estimated $34.3M.
Pinkerton Retirement Specialists first reported a position in iShares US Consumer Discretionary ETF in Q2 2023 and held it in 5 quarters.
Pinkerton Retirement Specialists's iShares US Consumer Discretionary ETF position peaked at $34.3M in Q2 2025.
265 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2025.

Based on Pinkerton Retirement Specialists's 13F filing for Q3 2025, filed 13 Nov 2025.