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USA Financial Formulas’s iShares US Consumer Discretionary ETF IYC Stock Holding History

USA Financial Formulas’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
-35,895
Closed -$3.58M – 300
2025
Q2 		$3.58M Buy
+35,895
New +$3.33M 0.61% 16

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

USA Financial Formulas's IYC Position: Q3 2025 in Review

USA Financial Formulas sold out of iShares US Consumer Discretionary ETF (IYC) in Q3 2025, closing a stake of 35,895 shares — an estimated $3.58M sold.

USA Financial Formulas first reported a position in IYC in Q2 2025 and held it in 1 quarter. The position peaked at $3.58M in Q2 2025. 265 funds tracked by Wall St. Rank hold IYC as of Q3 2025.

  • USA Financial Formulas reported no remaining iShares US Consumer Discretionary ETF position as of Q3 2025 after selling out during the quarter.
  • USA Financial Formulas sold 35,895 iShares US Consumer Discretionary ETF shares in Q3 2025, an estimated $3.58M.
  • USA Financial Formulas first reported a position in iShares US Consumer Discretionary ETF in Q2 2025 and held it in 1 quarter.
  • USA Financial Formulas's iShares US Consumer Discretionary ETF position peaked at $3.58M in Q2 2025.
  • 265 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2025.

Based on USA Financial Formulas's 13F filing for Q3 2025, filed 10 Oct 2025.