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Financial Gravity Asset Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Financial Gravity Asset 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
2026
Q1 		$6.59K Hold
68
– – ﹤0.01% 630
2025
Q4 		$7.01K Hold
68
– – ﹤0.01% 529
2025
Q3 		$7.13K Buy
+68
New +$6.97K ﹤0.01% 624
2025
Q1 		$18K Buy
+204
New +$19.5K ﹤0.01% 494
2024
Q2 		$23.4K Sell
288
-600
-68% -$47.7K 0.01% 366
2024
Q1 		$69.8K Buy
888
+412
+87% +$32.1K 0.01% 329
2023
Q4 		$36.1K Buy
+476
New +$33.2K ﹤0.01% 612
2019
Q4 		– Sell
-1,060
Closed -$58K – 1570
2019
Q3 		$58K Sell
1,060
-2,516
-70% -$138K 0.05% 268
2019
Q2 		$195K Sell
3,576
-1,288
-26% -$68.5K 0.16% 147
2019
Q1 		$251K Buy
+4,864
New +$239K 0.2% 105

Other funds holding IYC

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return