Essential Planning’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Essential Planning’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	-2,160	Closed	-$226K	–	92
2025 Q3	$226K	Hold	2,160	–	–	0.08%	81
2025 Q2	$215K	Sell	2,160 -240	-10%	-$22.2K	0.08%	78
2025 Q1	$212K	Sell	2,400 -2,400	-50%	-$229K	0.09%	77
2024 Q4	$442K	Buy	4,800 +2,400	+100%	+$224K	﹤0.01%	274
2024 Q3	$211K	Buy	+2,400	New	+$199K	0.09%	80

Other funds holding IYC

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

HIIFS

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

Essential Planning's IYC Position: Q4 2025 in Review

Essential Planning sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2025, closing a stake of 2,160 shares — an estimated $226K sold.

Essential Planning first reported a position in IYC in Q3 2024 and held it in 5 quarters. The position peaked at $442K in Q4 2024. 259 funds tracked by Wall St. Rank hold IYC as of Q4 2025.

Essential Planning reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2025 after selling out during the quarter.
Essential Planning sold 2,160 iShares US Consumer Discretionary ETF shares in Q4 2025, an estimated $226K.
Essential Planning first reported a position in iShares US Consumer Discretionary ETF in Q3 2024 and held it in 5 quarters.
Essential Planning's iShares US Consumer Discretionary ETF position peaked at $442K in Q4 2024.
259 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2025.

Based on Essential Planning's 13F filing for Q4 2025, filed 15 Jan 2026.