U.S. Capital Wealth Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

U.S. Capital Wealth 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	$876K	Buy	9,038 +581	+7%	+$59.3K	0.02%	544
2025 Q4	$872K	Buy	8,457 +645	+8%	+$66.4K	0.02%	528
2025 Q3	$819K	Sell	7,812 -753	-9%	-$77.2K	0.02%	517
2025 Q2	$853K	Sell	8,565 -2,286	-21%	-$212K	0.02%	461
2025 Q1	$958K	Buy	10,851 +554	+5%	+$52.9K	0.03%	433
2024 Q4	$990K	Buy	+10,297	New	+$961K	0.03%	426
2023 Q1	–	Sell	-2,563	Closed	-$146K	–	1087
2022 Q4	$146K	Buy	+2,563	New	+$153K	0.01%	667

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

U.S. Capital Wealth Advisors's IYC Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its iShares US Consumer Discretionary ETF (IYC) stake by 6.9% in Q1 2026, buying an estimated $59.3K and bringing the position to 9,038 shares worth $876K. The position accounts for 0.02% of the portfolio, ranked #544.

U.S. Capital Wealth Advisors first reported a position in IYC in Q4 2022 and has held it in 7 quarters since. The position peaked at $990K in Q4 2024. 252 funds tracked by Wall St. Rank hold IYC as of Q1 2026.

U.S. Capital Wealth Advisors held 9,038 shares of iShares US Consumer Discretionary ETF worth $876K as of Q1 2026.
U.S. Capital Wealth Advisors bought 581 iShares US Consumer Discretionary ETF shares in Q1 2026, an estimated $59.3K.
iShares US Consumer Discretionary ETF made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #544 holding.
U.S. Capital Wealth Advisors first reported a position in iShares US Consumer Discretionary ETF in Q4 2022 and has held it in 7 quarters since.
U.S. Capital Wealth Advisors's iShares US Consumer Discretionary ETF position peaked at $990K in Q4 2024.
252 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.