PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares US Consumer Discretionary ETF IYC Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 Q2	$809K	Hold	8,000	–	–	0.22%	72
2026 Q1	$775K	Hold	8,000	–	–	0.23%	63
2025 Q4	$825K	Hold	8,000	–	–	0.24%	59
2025 Q3	$838K	Hold	8,000	–	–	0.26%	60
2025 Q2	$797K	Hold	8,000	–	–	0.27%	61
2025 Q1	$707K	Hold	8,000	–	–	0.26%	64
2024 Q4	$769K	Buy	+8,000	New	+$747K	0.31%	53

Other funds holding IYC

HIIFS

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

CCA

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Banque Transatlantique Paris, France $4.66B AUM 33.26% 1-Year Est. Return

SCA

Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s IYC Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its iShares US Consumer Discretionary ETF (IYC) position steady in Q2 2026 at 8,000 shares worth $809K. The position accounts for 0.22% of the portfolio, ranked #72.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in IYC in Q4 2024 and has held it in 7 quarters since. The position peaked at $838K in Q3 2025. 138 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 8,000 shares of iShares US Consumer Discretionary ETF worth $809K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its iShares US Consumer Discretionary ETF share count unchanged in Q2 2026.
iShares US Consumer Discretionary ETF made up 0.22% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #72 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares US Consumer Discretionary ETF in Q4 2024 and has held it in 7 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s iShares US Consumer Discretionary ETF position peaked at $838K in Q3 2025.
138 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.