Balboa Wealth Partners’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Balboa Wealth Partners’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	-26,599	Closed	-$2.65M	–	422
2025 Q2	$2.65M	Buy	+26,599	New	+$2.46M	0.53%	36
2025 Q1	–	Sell	-23,551	Closed	-$2.26M	–	352
2024 Q4	$2.26M	Buy	+23,551	New	+$2.2M	0.52%	36
2024 Q2	–	Sell	-30,747	Closed	-$2.52M	–	321
2024 Q1	$2.52M	Buy	30,747 +13,292	+76%	+$1.04M	0.74%	24
2023 Q4	$1.32M	Buy	+17,455	New	+$1.22M	0.44%	36
2023 Q3	–	Sell	-8,016	Closed	-$570K	–	299
2023 Q2	$570K	Buy	+8,016	New	+$526K	0.2%	98

Other funds holding IYC

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Balboa Wealth Partners's IYC Position: Q3 2025 in Review

Balboa Wealth Partners sold out of iShares US Consumer Discretionary ETF (IYC) in Q3 2025, closing a stake of 26,599 shares — an estimated $2.65M sold.

Balboa Wealth Partners first reported a position in IYC in Q2 2023 and held it in 5 quarters. The position peaked at $2.65M in Q2 2025. 266 funds tracked by Wall St. Rank hold IYC as of Q3 2025.

Balboa Wealth Partners reported no remaining iShares US Consumer Discretionary ETF position as of Q3 2025 after selling out during the quarter.
Balboa Wealth Partners sold 26,599 iShares US Consumer Discretionary ETF shares in Q3 2025, an estimated $2.65M.
Balboa Wealth Partners first reported a position in iShares US Consumer Discretionary ETF in Q2 2023 and held it in 5 quarters.
Balboa Wealth Partners's iShares US Consumer Discretionary ETF position peaked at $2.65M in Q2 2025.
266 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2025.

Based on Balboa Wealth Partners's 13F filing for Q3 2025, filed 6 Nov 2025.