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

Realta 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	-360	Closed	-$34.9K	–	344
2024 Q4	$34.9K	Sell	360 -120	-25%	-$11.2K	0.01%	266
2024 Q3	$42.1K	Sell	480 -1,106	-70%	-$91.5K	0.02%	248
2024 Q2	$129K	Sell	1,586 -400	-20%	-$31.8K	0.03%	444
2024 Q1	$163K	Buy	+1,986	New	+$155K	0.03%	426
2023 Q4	–	Sell	-1,384	Closed	-$98.5K	–	621
2023 Q3	$98.5K	Sell	1,384 -600	-30%	-$42.4K	0.02%	461
2023 Q2	$141K	Buy	+1,984	New	+$130K	0.03%	446
2023 Q1	–	Sell	-1,984	Closed	-$113K	–	635
2022 Q4	$113K	Buy	1,984 +1	+0.1%	+$60	0.03%	469
2022 Q3	$115K	Buy	+1,983	New	+$126K	0.03%	435
2020 Q1	–	Sell	-1,756	Closed	-$99K	–	864
2019 Q4	$99K	Hold	1,756	–	–	0.03%	502
2019 Q3	$96K	Buy	1,756 +160	+10%	+$8.78K	0.03%	513
2019 Q2	$87K	Sell	1,596 -400	-20%	-$21.3K	0.02%	537
2019 Q1	$101K	Buy	+1,996	New	+$98.2K	0.05%	390

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 New York $1.66T AUM 25.57% 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

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

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

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

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

Realta Investment Advisors sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2025, closing a stake of 360 shares — an estimated $34.9K sold.

Realta Investment Advisors first reported a position in IYC in Q1 2019 and held it in 12 quarters. The position peaked at $163K in Q1 2024. 238 funds tracked by Wall St. Rank hold IYC as of Q1 2025.

Realta Investment Advisors reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2025 after selling out during the quarter.
Realta Investment Advisors sold 360 iShares US Consumer Discretionary ETF shares in Q1 2025, an estimated $34.9K.
Realta Investment Advisors first reported a position in iShares US Consumer Discretionary ETF in Q1 2019 and held it in 12 quarters.
Realta Investment Advisors's iShares US Consumer Discretionary ETF position peaked at $163K in Q1 2024.
238 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2025.

Based on Realta Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.