Maltin Wealth Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Maltin Wealth 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	$317K	Buy	3,269 +4	+0.1%	+$408	0.12%	103
2025 Q4	$337K	Buy	3,265 +2	+0.1%	+$206	0.13%	98
2025 Q3	$342K	Buy	3,263 +3	+0.1%	+$307	0.14%	95
2025 Q2	$325K	Buy	3,260 +4	+0.1%	+$371	0.15%	95
2025 Q1	$288K	Buy	3,256 +4	+0.1%	+$382	0.14%	105
2024 Q4	$313K	Buy	3,252 +2	+0.1%	+$187	0.15%	102
2024 Q3	$286K	Buy	3,250 +4	+0.1%	+$331	0.14%	103
2024 Q2	$264K	Buy	3,246 +3	+0.1%	+$239	0.14%	101
2024 Q1	$266K	Buy	3,243 +4	+0.1%	+$312	0.15%	101
2023 Q4	$245K	Sell	3,239 -488	-13%	-$34K	0.16%	99
2023 Q3	$249K	Buy	3,727 +807	+28%	+$57K	0.17%	98
2023 Q2	$208K	Buy	+2,920	New	+$192K	0.15%	99

Other funds holding IYC

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return