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 $20.6B AUM 59.59% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sage Mountain Advisors's IYC Position: Q1 2026 in Review

Sage Mountain Advisors sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2026, closing a stake of 1,240 shares — an estimated $128K sold.

Sage Mountain Advisors first reported a position in IYC in Q1 2021 and held it in 8 quarters. The position peaked at $195K in Q4 2021. 252 funds tracked by Wall St. Rank hold IYC as of Q1 2026.

Sage Mountain Advisors reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2026 after selling out during the quarter.
Sage Mountain Advisors sold 1,240 iShares US Consumer Discretionary ETF shares in Q1 2026, an estimated $128K.
Sage Mountain Advisors first reported a position in iShares US Consumer Discretionary ETF in Q1 2021 and held it in 8 quarters.
Sage Mountain Advisors's iShares US Consumer Discretionary ETF position peaked at $195K in Q4 2021.
252 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.