TownSquare Capital’s iShares US Consumer Discretionary ETF IYC Stock Holding History

TownSquare Capital’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 Q1	–	Sell	-99,782	Closed	-$9.59M	–	1724
2024 Q4	$9.59M	Buy	+99,782	New	+$9.31M	0.11%	177
2024 Q2	–	Sell	-80,219	Closed	-$6.58M	–	1332
2024 Q1	$6.58M	Buy	80,219 +29,399	+58%	+$2.29M	0.1%	202
2023 Q4	$3.85M	Buy	+50,820	New	+$3.54M	0.07%	278

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 $6.4B AUM 18.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

TownSquare Capital's IYC Position: Q1 2025 in Review

TownSquare Capital sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2025, closing a stake of 99,782 shares — an estimated $9.59M sold.

TownSquare Capital first reported a position in IYC in Q4 2023 and held it in 3 quarters. The position peaked at $9.59M in Q4 2024. 238 funds tracked by Wall St. Rank hold IYC as of Q1 2025.

TownSquare Capital reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2025 after selling out during the quarter.
TownSquare Capital sold 99,782 iShares US Consumer Discretionary ETF shares in Q1 2025, an estimated $9.59M.
TownSquare Capital first reported a position in iShares US Consumer Discretionary ETF in Q4 2023 and held it in 3 quarters.
TownSquare Capital's iShares US Consumer Discretionary ETF position peaked at $9.59M in Q4 2024.
238 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2025.

Based on TownSquare Capital's 13F filing for Q1 2025, filed 12 May 2025.