AMJ Financial Wealth Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

AMJ Financial Wealth Management’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 Q4	–	Sell	-3,280	Closed	-$344K	–	96
2025 Q3	$344K	Sell	3,280 -163	-5%	-$16.7K	0.08%	77
2025 Q2	$343K	Buy	3,443 +237	+7%	+$22K	0.09%	73
2025 Q1	$283K	Sell	3,206 -1,436	-31%	-$137K	0.08%	77
2024 Q4	$446K	Sell	4,642 -108	-2%	-$10.1K	0.12%	73
2024 Q3	$418K	Buy	4,750 +178	+4%	+$14.7K	0.12%	70
2024 Q2	$372K	Sell	4,572 -203	-4%	-$16.1K	0.12%	66
2024 Q1	$391K	Buy	+4,775	New	+$372K	0.13%	64

Other funds holding IYC

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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

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

AMJ Financial Wealth Management's IYC Position: Q4 2025 in Review

AMJ Financial Wealth Management sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2025, closing a stake of 3,280 shares — an estimated $344K sold.

AMJ Financial Wealth Management first reported a position in IYC in Q1 2024 and held it in 7 quarters. The position peaked at $446K in Q4 2024. 258 funds tracked by Wall St. Rank hold IYC as of Q4 2025.

AMJ Financial Wealth Management reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2025 after selling out during the quarter.
AMJ Financial Wealth Management sold 3,280 iShares US Consumer Discretionary ETF shares in Q4 2025, an estimated $344K.
AMJ Financial Wealth Management first reported a position in iShares US Consumer Discretionary ETF in Q1 2024 and held it in 7 quarters.
AMJ Financial Wealth Management's iShares US Consumer Discretionary ETF position peaked at $446K in Q4 2024.
258 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2025.

Based on AMJ Financial Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.