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

Heartwood 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
-216
Closed -$22.6K – 408
2025
Q3 		$22.6K Buy
+216
New +$22.1K ﹤0.01% 354

Other funds holding IYC

PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Heartwood Wealth Advisors's IYC Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2025, closing a stake of 216 shares — an estimated $22.6K sold.

Heartwood Wealth Advisors first reported a position in IYC in Q3 2025 and held it in 1 quarter. The position peaked at $22.6K in Q3 2025. 259 funds tracked by Wall St. Rank hold IYC as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 216 iShares US Consumer Discretionary ETF shares in Q4 2025, an estimated $22.6K.
  • Heartwood Wealth Advisors first reported a position in iShares US Consumer Discretionary ETF in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's iShares US Consumer Discretionary ETF position peaked at $22.6K in Q3 2025.
  • 259 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.