SWP
IYC icon

Strategic Wealth Partners’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Strategic Wealth Partners’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
-4,878
Closed -$486K – 1357
2025
Q2 		$486K Buy
+4,878
New +$452K 0.04% 215
2024
Q4 		$422K Buy
+4,177
New +$390K 0.03% 224

Other funds holding IYC

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Strategic Wealth Partners's IYC Position: Q3 2025 in Review

Strategic Wealth Partners sold out of iShares US Consumer Discretionary ETF (IYC) in Q3 2025, closing a stake of 4,878 shares — an estimated $486K sold.

Strategic Wealth Partners first reported a position in IYC in Q4 2024 and held it in 2 quarters. The position peaked at $486K in Q2 2025. 265 funds tracked by Wall St. Rank hold IYC as of Q3 2025.

  • Strategic Wealth Partners reported no remaining iShares US Consumer Discretionary ETF position as of Q3 2025 after selling out during the quarter.
  • Strategic Wealth Partners sold 4,878 iShares US Consumer Discretionary ETF shares in Q3 2025, an estimated $486K.
  • Strategic Wealth Partners first reported a position in iShares US Consumer Discretionary ETF in Q4 2024 and held it in 2 quarters.
  • Strategic Wealth Partners's iShares US Consumer Discretionary ETF position peaked at $486K in Q2 2025.
  • 265 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2025.

Based on Strategic Wealth Partners's 13F filing for Q3 2025, filed 14 Nov 2025.