FIM
IYC icon

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
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 $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 $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return