FWL Investment Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

FWL Investment 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 Q2	$40.4K	Hold	400	–	–	0.01%	222
2026 Q1	$38.8K	Hold	400	–	–	0.01%	182
2025 Q4	$41.3K	Hold	400	–	–	0.01%	173
2025 Q3	$41.9K	Hold	400	–	–	0.01%	158
2025 Q2	$39.9K	Hold	400	–	–	0.01%	162
2025 Q1	$35.3K	Hold	400	–	–	0.01%	154
2024 Q4	$38.5K	Hold	400	–	–	0.01%	159
2024 Q3	$35.2K	Buy	+400	New	+$33.1K	0.01%	146

Other funds holding IYC

HIIFS

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

FWL Investment Management's IYC Position: Q2 2026 in Review

FWL Investment Management held its iShares US Consumer Discretionary ETF (IYC) position steady in Q2 2026 at 400 shares worth $40.4K. The position accounts for 0.01% of the portfolio, ranked #222.

FWL Investment Management first reported a position in IYC in Q3 2024 and has held it in 8 quarters since. The position peaked at $41.9K in Q3 2025. 244 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

FWL Investment Management held 400 shares of iShares US Consumer Discretionary ETF worth $40.4K as of Q2 2026.
FWL Investment Management left its iShares US Consumer Discretionary ETF share count unchanged in Q2 2026.
iShares US Consumer Discretionary ETF made up 0.01% of FWL Investment Management's portfolio in Q2 2026, its #222 holding.
FWL Investment Management first reported a position in iShares US Consumer Discretionary ETF in Q3 2024 and has held it in 8 quarters since.
FWL Investment Management's iShares US Consumer Discretionary ETF position peaked at $41.9K in Q3 2025.
244 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.