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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 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