Steward Partners Investment Advisory’s iShares US Consumer Discretionary ETF IYC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.45M | Buy |
56,270
+23,110
| +70% | +$2.36M | 0.03% | 487 |
|
|
2025
Q4 | $3.42M | Sell |
33,160
-423
| -1% | -$43.5K | 0.02% | 599 |
|
|
2025
Q3 | $3.52M | Buy |
33,583
+9,101
| +37% | +$933K | 0.02% | 577 |
|
|
2025
Q2 | $2.44M | Buy |
24,482
+15,835
| +183% | +$1.47M | 0.02% | 654 |
|
|
2025
Q1 | $764K | Sell |
8,647
-6,456
| -43% | -$616K | 0.01% | 1020 |
|
|
2024
Q4 | $1.45M | Buy |
15,103
+330
| +2% | +$30.8K | 0.01% | 737 |
|
|
2024
Q3 | $1.3M | Sell |
14,773
-361
| -2% | -$29.9K | 0.01% | 767 |
|
|
2024
Q2 | $1.23M | Sell |
15,134
-40
| -0.3% | -$3.18K | 0.01% | 740 |
|
|
2024
Q1 | $1.24M | Sell |
15,174
-336
| -2% | -$26.2K | 0.01% | 722 |
|
|
2023
Q4 | $1.18M | Sell |
15,510
-10,468
| -40% | -$730K | 0.02% | 670 |
|
|
2023
Q3 | $1.74M | Sell |
25,978
-338
| -1% | -$23.9K | 0.03% | 507 |
|
|
2023
Q2 | $1.87M | Buy |
26,316
+22,015
| +512% | +$1.44M | 0.03% | 497 |
|
|
2023
Q1 | $278K | Sell |
4,301
-2,044
| -32% | -$128K | ﹤0.01% | 1141 |
|
|
2022
Q4 | $361K | Buy |
6,345
+533
| +9% | +$31.9K | 0.01% | 1016 |
|
|
2022
Q3 | $338K | Buy |
5,812
+1,181
| +26% | +$75.2K | 0.01% | 994 |
|
|
2022
Q2 | $263K | Sell |
4,631
-15,542
| -77% | -$1M | ﹤0.01% | 1094 |
|
|
2022
Q1 | $1.51M | Sell |
20,173
-46,500
| -70% | -$3.5M | 0.02% | 567 |
|
|
2021
Q4 | $5.6M | Sell |
66,673
-39
| -0.1% | -$3.23K | 0.09% | 247 |
|
|
2021
Q3 | $5.16M | Buy |
66,712
+2,184
| +3% | +$172K | 0.09% | 249 |
|
|
2021
Q2 | $5.01M | Buy |
64,528
+3,303
| +5% | +$253K | 0.08% | 250 |
|
|
2021
Q1 | $4.58M | Buy |
61,225
+28,300
| +86% | +$2.06M | 0.08% | 262 |
|
|
2020
Q4 | $2.32M | Sell |
32,925
-1,219
| -4% | -$81K | 0.05% | 340 |
|
|
2020
Q3 | $2.13M | Buy |
34,144
+1,340
| +4% | +$80.9K | 0.05% | 305 |
|
|
2020
Q2 | $1.8M | Buy |
32,804
+8,464
| +35% | +$438K | 0.05% | 328 |
|
|
2020
Q1 | $1.08M | Buy |
24,340
+1,136
| +5% | +$60.7K | 0.04% | 370 |
|
|
2019
Q4 | $1.32M | Buy |
23,204
+5,924
| +34% | +$329K | 0.04% | 383 |
|
|
2019
Q3 | $939K | Buy |
17,280
+3,980
| +30% | +$218K | 0.03% | 426 |
|
|
2019
Q2 | $723K | Buy |
+13,300
| New | +$707K | 0.03% | 460 |
|
|
2018
Q4 | – | Sell |
-1,072
| Closed | -$57K | – | 1464 |
|
|
2018
Q3 | $57K | Hold |
1,072
| – | – | ﹤0.01% | 1151 |
|
|
2018
Q2 | $52K | Hold |
1,072
| – | – | ﹤0.01% | 1090 |
|
|
2018
Q1 | $48K | Buy |
1,072
+648
| +153% | +$30.5K | ﹤0.01% | 1018 |
|
|
2017
Q4 | $19K | Hold |
424
| – | – | ﹤0.01% | 1131 |
|
|
2017
Q3 | $17K | Hold |
424
| – | – | ﹤0.01% | 981 |
|
|
2017
Q2 | $17K | Hold |
424
| – | – | ﹤0.01% | 913 |
|
|
2017
Q1 | $17K | Buy |
+424
| New | +$16.7K | ﹤0.01% | 800 |
|
Other funds holding IYC
HIIFS
PCH
Steward Partners Investment Advisory's IYC Position: Q1 2026 in Review
Steward Partners Investment Advisory increased its iShares US Consumer Discretionary ETF (IYC) stake by 70% in Q1 2026, buying an estimated $2.36M and bringing the position to 56,270 shares worth $5.45M. The position accounts for 0.03% of the portfolio, ranked #487.
Steward Partners Investment Advisory first reported a position in IYC in Q1 2017 and has held it in 35 quarters since. The position peaked at $5.6M in Q4 2021. 252 funds tracked by Wall St. Rank hold IYC as of Q1 2026.
- Steward Partners Investment Advisory held 56,270 shares of iShares US Consumer Discretionary ETF worth $5.45M as of Q1 2026.
- Steward Partners Investment Advisory bought 23,110 iShares US Consumer Discretionary ETF shares in Q1 2026, an estimated $2.36M.
- iShares US Consumer Discretionary ETF made up 0.03% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #487 holding.
- Steward Partners Investment Advisory first reported a position in iShares US Consumer Discretionary ETF in Q1 2017 and has held it in 35 quarters since.
- Steward Partners Investment Advisory's iShares US Consumer Discretionary ETF position peaked at $5.6M in Q4 2021.
- 252 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.