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Gimbal Financial’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Gimbal Financial’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
Q3 		$16.6M Buy
158,527
+2,403
+2% +$246K 9.98% 5
2025
Q2 		$15.6M Buy
+156,124
New +$14.5M 9.56% 6

Other funds holding IYC

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Gimbal Financial's IYC Position: Q3 2025 in Review

Gimbal Financial increased its iShares US Consumer Discretionary ETF (IYC) stake by 1.5% in Q3 2025, buying an estimated $246K and bringing the position to 158,527 shares worth $16.6M. The position accounts for 9.98% of the portfolio, ranked #5.

Gimbal Financial first reported a position in IYC in Q2 2025 and has held it in 2 quarters since. 265 funds tracked by Wall St. Rank hold IYC as of Q3 2025.

  • Gimbal Financial held 158,527 shares of iShares US Consumer Discretionary ETF worth $16.6M as of Q3 2025.
  • Gimbal Financial bought 2,403 iShares US Consumer Discretionary ETF shares in Q3 2025, an estimated $246K.
  • iShares US Consumer Discretionary ETF made up 9.98% of Gimbal Financial's portfolio in Q3 2025, its #5 holding.
  • Gimbal Financial first reported a position in iShares US Consumer Discretionary ETF in Q2 2025 and has held it in 2 quarters since.
  • 265 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2025.

Based on Gimbal Financial's 13F filing for Q3 2025, filed 4 Nov 2025.