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IYC icon

Sunbelt Securities’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Sunbelt Securities’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 		$436K Sell
4,498
-13,268
-75% -$1.35M 0.03% 442
2025
Q4 		$1.83M Buy
17,766
+4,281
+32% +$440K 0.12% 142
2025
Q3 		$1.41M Sell
13,485
-2,104
-13% -$216K 0.1% 178
2025
Q2 		$1.5M Sell
15,589
-1,089
-7% -$101K 0.13% 146
2025
Q1 		$1.47M Buy
16,678
+1,089
+7% +$104K 0.13% 133
2024
Q4 		$1.51M Buy
15,589
+621
+4% +$58K 0.13% 146
2024
Q3 		$1.32M Sell
14,968
-544
-4% -$45K 0.13% 162
2024
Q2 		$1.26M Sell
15,512
-908
-6% -$72.2K 0.13% 157
2024
Q1 		$1.35M Buy
16,420
+1,486
+10% +$116K 0.15% 140
2023
Q4 		$1.13M Buy
14,934
+620
+4% +$43.2K 0.14% 162
2023
Q3 		$958K Buy
14,314
+4,979
+53% +$352K 0.13% 171
2023
Q2 		$664K Buy
9,335
+250
+3% +$16.4K 0.1% 228
2023
Q1 		$574K Buy
9,085
+625
+7% +$39.2K 0.09% 235
2022
Q4 		$482K Sell
8,460
-419
-5% -$25.1K 0.09% 249
2022
Q3 		$517K Buy
8,879
+1,240
+16% +$79K 0.11% 224
2022
Q2 		$433K Sell
7,639
-150
-2% -$9.69K 0.09% 263
2022
Q1 		$595K Buy
7,789
+250
+3% +$18.8K 0.11% 218
2021
Q4 		$577K Hold
7,539
– – 0.09% 244
2021
Q3 		$581K Hold
7,539
– – 0.1% 233
2021
Q2 		$581K Sell
7,539
-798
-10% -$61.2K 0.1% 233
2021
Q1 		$624K Sell
8,337
-756
-8% -$55K 0.12% 203
2020
Q4 		$641K Buy
9,093
+1
+0% +$66 0.13% 190
2020
Q3 		$568K Buy
9,092
+1,232
+16% +$74.4K 0.16% 167
2020
Q2 		$430K Sell
7,860
-80
-1% -$4.14K 0.15% 176
2020
Q1 		$352K Sell
7,940
-1,560
-16% -$83.4K 0.02% 285
2019
Q4 		$542K Buy
9,500
+1,800
+23% +$99.9K 0.06% 298
2019
Q3 		$418K Buy
+7,700
New +$423K 0.05% 340

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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sunbelt Securities's IYC Position: Q1 2026 in Review

Sunbelt Securities reduced its iShares US Consumer Discretionary ETF (IYC) stake by 75% in Q1 2026, selling an estimated $1.35M and leaving 4,498 shares worth $436K. The position accounts for 0.03% of the portfolio, ranked #442.

Sunbelt Securities first reported a position in IYC in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.83M in Q4 2025. 252 funds tracked by Wall St. Rank hold IYC as of Q1 2026.

  • Sunbelt Securities held 4,498 shares of iShares US Consumer Discretionary ETF worth $436K as of Q1 2026.
  • Sunbelt Securities sold 13,268 iShares US Consumer Discretionary ETF shares in Q1 2026, an estimated $1.35M.
  • iShares US Consumer Discretionary ETF made up 0.03% of Sunbelt Securities's portfolio in Q1 2026, its #442 holding.
  • Sunbelt Securities first reported a position in iShares US Consumer Discretionary ETF in Q3 2019 and has held it in 27 quarters since.
  • Sunbelt Securities's iShares US Consumer Discretionary ETF position peaked at $1.83M in Q4 2025.
  • 252 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.