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Brookstone Capital Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Brookstone Capital 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
-3,776
Closed -$396K – 1204
2025
Q3 		$396K Sell
3,776
-143
-4% -$14.7K ﹤0.01% 883
2025
Q2 		$390K Sell
3,919
-1,987
-34% -$184K 0.01% 818
2025
Q1 		$522K Sell
5,906
-304
-5% -$29K 0.01% 704
2024
Q4 		$597K Sell
6,210
-55,269
-90% -$5.16M 0.01% 645
2024
Q3 		$5.41M Sell
61,479
-2,121
-3% -$175K 0.08% 236
2024
Q2 		$5.32M Sell
63,600
-2,678
-4% -$213K 0.09% 224
2024
Q1 		$5.43M Buy
66,278
+25,824
+64% +$2.01M 0.1% 211
2023
Q4 		$3.07M Buy
40,454
+8,060
+25% +$562K 0.06% 266
2023
Q3 		$2.11M Buy
+32,394
New +$2.29M 0.05% 300
2020
Q4 		– Sell
-64,432
Closed -$4.03M – 492
2020
Q3 		$4.03M Buy
+64,432
New +$3.89M 0.19% 86
2020
Q1 		– Sell
-7,696
Closed -$439K – 373
2019
Q4 		$439K Buy
7,696
+544
+8% +$30.2K 0.02% 291
2019
Q3 		$389K Sell
7,152
-996
-12% -$54.7K 0.02% 303
2019
Q2 		$443K Buy
8,148
+564
+7% +$30K 0.03% 305
2019
Q1 		$387K Sell
7,584
-1,440
-16% -$70.8K 0.03% 300
2018
Q4 		$408K Sell
9,024
-1,240
-12% -$60.3K 0.03% 193
2018
Q3 		$543K Buy
10,264
+3,092
+43% +$158K 0.04% 249
2018
Q2 		$347K Buy
+7,172
New +$338K 0.03% 279
2017
Q1 		– Sell
-11,028
Closed -$416K – 268
2016
Q4 		$416K Buy
11,028
+2,968
+37% +$110K 0.05% 173
2016
Q3 		$297K Sell
8,060
-2,596
-24% -$96K 0.03% 189
2016
Q2 		$382K Buy
10,656
+1,964
+23% +$70.9K 0.05% 182
2016
Q1 		$317K Buy
+8,692
New +$300K 0.05% 183

Other funds holding IYC

PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

Brookstone Capital Management's IYC Position: Q4 2025 in Review

Brookstone Capital Management sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2025, closing a stake of 3,776 shares — an estimated $396K sold.

Brookstone Capital Management first reported a position in IYC in Q1 2016 and held it in 21 quarters. The position peaked at $5.43M in Q1 2024. 258 funds tracked by Wall St. Rank hold IYC as of Q4 2025.

  • Brookstone Capital Management reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2025 after selling out during the quarter.
  • Brookstone Capital Management sold 3,776 iShares US Consumer Discretionary ETF shares in Q4 2025, an estimated $396K.
  • Brookstone Capital Management first reported a position in iShares US Consumer Discretionary ETF in Q1 2016 and held it in 21 quarters.
  • Brookstone Capital Management's iShares US Consumer Discretionary ETF position peaked at $5.43M in Q1 2024.
  • 258 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2025.

Based on Brookstone Capital Management's 13F filing for Q4 2025, filed 15 Jan 2026.