U.S. Capital Wealth Advisors, LLC Ishares U.S. Consumer Discreti Transaction History

U.S. Capital Wealth Advisors, LLC

$3.21 Billion
Q2 2025

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Ishares U.S. Consumer Discreti stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 8,565 shares of IYC stock, worth $858,298. This represents 0.03% of its overall portfolio holdings.

Number of Shares

8,565

Previous 10,851 21.07%

Holding current value

$858,298

Previous $958,000 10.96%

% of portfolio

0.03%

Previous 0.03%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	SELL	$79.19 - $99.64 $181,028 - $227,777	-2,286 Reduced 21.07%	8,565 $853,000
Q1 2025 Apr 29, 2025	BUY	$85.71 - $101.2 $47,483 - $56,064	554 Added 5.38%	10,851 $958,000
Q4 2024 Jan 24, 2025	BUY	$85.96 - $101.28 $885,130 - $1.04 Million	10,297 New	10,297 $989,000
Q4 2022 Feb 03, 2023	BUY	$55.69 - $63.26 $142,733 - $162,135	2,563 New	2,563 $145,000

Others Institutions Holding IYC

# of Institutions

266

Shares Held

9.95M

Call Options Held

Put Options Held

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About ISHARES U.S. CONSUMER DISCRETI

Ticker IYC
Sector ETFs
Industry Closed-End Fund - Equity

More about IYC

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U.S. Capital Wealth Advisors, LLC Ishares U.S. Consumer Discreti Transaction History