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Sage Mountain Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Sage Mountain 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
2026
Q1 		– Sell
-1,240
Closed -$128K – 433
2025
Q4 		$128K Buy
+1,240
New +$128K 0.01% 499
2022
Q4 		– Sell
-2,320
Closed -$135K – 305
2022
Q3 		$135K Hold
2,320
– – 0.04% 212
2022
Q2 		$132K Hold
2,320
– – 0.02% 480
2022
Q1 		$174K Hold
2,320
– – 0.03% 485
2021
Q4 		$195K Hold
2,320
– – 0.02% 526
2021
Q3 		$179K Hold
2,320
– – 0.03% 446
2021
Q2 		$180K Hold
2,320
– – 0.03% 402
2021
Q1 		$174K Buy
+2,320
New +$169K 0.04% 318

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
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 $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return