Foundations Investment Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Foundations Investment Advisors’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	-7,554	Closed	-$792K	–	1148
2025 Q3	$792K	Sell	7,554 -192,343	-96%	-$19.7M	0.01%	526
2025 Q2	$19.9M	Buy	199,897 +10,248	+5%	+$950K	0.31%	78
2025 Q1	$16.8M	Buy	189,649 +182,082	+2,406%	+$17.4M	0.31%	79
2024 Q4	$727K	Buy	+7,567	New	+$706K	0.01%	465
2024 Q2	–	Sell	-10,291	Closed	-$844K	–	779
2024 Q1	$844K	Buy	+10,291	New	+$802K	0.02%	354
2023 Q4	–	Sell	-27,275	Closed	-$1.83M	–	703
2023 Q3	$1.83M	Buy	+27,275	New	+$1.93M	0.06%	225

Other funds holding IYC

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Foundations Investment Advisors's IYC Position: Q4 2025 in Review

Foundations Investment Advisors sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2025, closing a stake of 7,554 shares — an estimated $792K sold.

Foundations Investment Advisors first reported a position in IYC in Q3 2023 and held it in 6 quarters. The position peaked at $19.9M in Q2 2025. 258 funds tracked by Wall St. Rank hold IYC as of Q4 2025.

Foundations Investment Advisors reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2025 after selling out during the quarter.
Foundations Investment Advisors sold 7,554 iShares US Consumer Discretionary ETF shares in Q4 2025, an estimated $792K.
Foundations Investment Advisors first reported a position in iShares US Consumer Discretionary ETF in Q3 2023 and held it in 6 quarters.
Foundations Investment Advisors's iShares US Consumer Discretionary ETF position peaked at $19.9M in Q2 2025.
258 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2025.

Based on Foundations Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.