Grey Fox Wealth Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Grey Fox Wealth 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	-978	Closed	-$102K	–	386
2025 Q3	$102K	Buy	+978	New	+$100K	0.02%	184
2023 Q2	–	Sell	-652	Closed	-$42.2K	–	314
2023 Q1	$42.2K	Buy	652 +1	+0.2%	+$63	0.02%	199
2022 Q4	$37.1K	Buy	+651	New	+$38.9K	0.02%	183

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

Grey Fox Wealth Advisors's IYC Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2025, closing a stake of 978 shares — an estimated $102K sold.

Grey Fox Wealth Advisors first reported a position in IYC in Q4 2022 and held it in 3 quarters. The position peaked at $102K in Q3 2025. 258 funds tracked by Wall St. Rank hold IYC as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 978 iShares US Consumer Discretionary ETF shares in Q4 2025, an estimated $102K.
Grey Fox Wealth Advisors first reported a position in iShares US Consumer Discretionary ETF in Q4 2022 and held it in 3 quarters.
Grey Fox Wealth Advisors's iShares US Consumer Discretionary ETF position peaked at $102K in Q3 2025.
258 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.