United Capital Financial Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

United Capital Financial 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 Q2	$4.79M	Sell	47,402 -114	-0.2%	-$11.6K	0.03%	385
2026 Q1	$4.61M	Sell	47,516 -769	-2%	-$78.4K	0.03%	371
2025 Q4	$4.98M	Sell	48,285 -4,623	-9%	-$476K	0.03%	354
2025 Q3	$5.54M	Sell	52,908 -521	-1%	-$53.4K	0.04%	290
2025 Q2	$5.32M	Buy	53,429 +118	+0.2%	+$10.9K	0.04%	273
2025 Q1	$4.71M	Sell	53,311 -502	-0.9%	-$47.9K	0.04%	279
2024 Q4	$5.17M	Sell	53,813 -850	-2%	-$79.3K	0.04%	256
2024 Q3	$4.81M	Sell	54,663 -807	-1%	-$66.8K	0.04%	268
2024 Q2	$4.51M	Sell	55,470 -607	-1%	-$48.3K	0.04%	276
2024 Q1	$4.6M	Sell	56,077 -3,940	-7%	-$307K	0.04%	297
2023 Q4	$4.55M	Sell	60,017 -29,679	-33%	-$2.07M	0.04%	302
2023 Q3	$6.01M	Sell	89,696 -339	-0.4%	-$23.9K	0.04%	279
2023 Q2	$6.41M	Sell	90,035 -2,557	-3%	-$168K	0.03%	283
2023 Q1	$5.99M	Sell	92,592 -3,928	-4%	-$246K	0.03%	301
2022 Q4	$5.5M	Buy	96,520 +1,225	+1%	+$73.3K	0.03%	317
2022 Q3	$5.55M	Buy	95,295 +2,236	+2%	+$142K	0.03%	313
2022 Q2	$5.28M	Sell	93,059 -394	-0.4%	-$25.4K	0.03%	328
2022 Q1	$7.01M	Sell	93,453 -2,765	-3%	-$208K	0.03%	316
2021 Q4	$8.08M	Buy	96,218 +5,441	+6%	+$451K	0.04%	304
2021 Q3	$7.02M	Buy	90,777 +1,235	+1%	+$97.2K	0.04%	319
2021 Q2	$6.95M	Buy	89,542 +1,862	+2%	+$143K	0.04%	325
2021 Q1	$6.56M	Buy	87,680 +2,104	+2%	+$153K	0.04%	315
2020 Q4	$6.03M	Buy	85,576 +1,984	+2%	+$132K	0.04%	324
2020 Q3	$5.22M	Sell	83,592 -2,436	-3%	-$147K	0.03%	336
2020 Q2	$4.71M	Buy	86,028 +9,056	+12%	+$468K	0.03%	373
2020 Q1	$3.41M	Sell	76,972 -4,084	-5%	-$218K	0.03%	400
2019 Q4	$4.63M	Buy	81,056 +3,852	+5%	+$214K	0.03%	437
2019 Q3	$4.2M	Sell	77,204 -2,020	-3%	-$111K	0.03%	449
2019 Q2	$4.31M	Buy	79,224 +28,096	+55%	+$1.49M	0.03%	450
2019 Q1	$2.61M	Sell	51,128 -6,380	-11%	-$314K	0.02%	535
2018 Q4	$2.6M	Sell	57,508 -83,516	-59%	-$4.06M	0.02%	500
2018 Q3	$7.46M	Sell	141,024 -52,088	-27%	-$2.65M	0.05%	357
2018 Q2	$9.35M	Sell	193,112 -20,832	-10%	-$981K	0.07%	313
2018 Q1	$9.75M	Buy	213,944 +35,156	+20%	+$1.65M	0.07%	299
2017 Q4	$8.06M	Sell	178,788 -10,088	-5%	-$429K	0.06%	327
2017 Q3	$7.75M	Sell	188,876 -30,044	-14%	-$1.23M	0.07%	320
2017 Q2	$8.98M	Sell	218,920 -86,360	-28%	-$3.56M	0.08%	289
2017 Q1	$12.3M	Sell	305,280 -29,644	-9%	-$1.17M	0.11%	208
2016 Q4	$12.6M	Sell	334,924 -76,720	-19%	-$2.85M	0.12%	195
2016 Q3	$15.1M	Buy	411,644 +129,296	+46%	+$4.78M	0.15%	164
2016 Q2	$10.1M	Buy	282,348 +259,496	+1,136%	+$9.36M	0.1%	233
2016 Q1	$833K	Sell	22,852 -308,208	-93%	-$10.6M	0.01%	745
2015 Q4	$12M	Buy	331,060 +313,572	+1,793%	+$11.4M	0.14%	169
2015 Q3	$602K	Buy	17,488 +5,332	+44%	+$192K	0.01%	834
2015 Q2	$435K	Buy	12,156 +3,128	+35%	+$113K	0.01%	964
2015 Q1	$322K	Buy	+9,028	New	+$318K	﹤0.01%	1046

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

United Capital Financial Advisors's IYC Position: Q2 2026 in Review

United Capital Financial Advisors reduced its iShares US Consumer Discretionary ETF (IYC) stake by 0.24% in Q2 2026, selling an estimated $11.6K and leaving 47,402 shares worth $4.79M. The position accounts for 0.03% of the portfolio, ranked #385.

United Capital Financial Advisors first reported a position in IYC in Q1 2015 and has held it in 46 quarters since. The position peaked at $15.1M in Q3 2016. 241 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

United Capital Financial Advisors held 47,402 shares of iShares US Consumer Discretionary ETF worth $4.79M as of Q2 2026.
United Capital Financial Advisors sold 114 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $11.6K.
iShares US Consumer Discretionary ETF made up 0.03% of United Capital Financial Advisors's portfolio in Q2 2026, its #385 holding.
United Capital Financial Advisors first reported a position in iShares US Consumer Discretionary ETF in Q1 2015 and has held it in 46 quarters since.
United Capital Financial Advisors's iShares US Consumer Discretionary ETF position peaked at $15.1M in Q3 2016.
241 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.