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 Q2	$331K	Buy	3,272 +3	+0.1%	+$304	0.11%	108
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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Maltin Wealth Management's IYC Position: Q2 2026 in Review

Maltin Wealth Management increased its iShares US Consumer Discretionary ETF (IYC) stake by 0.09% in Q2 2026, buying an estimated $304 and bringing the position to 3,272 shares worth $331K. The position accounts for 0.11% of the portfolio, ranked #108.

Maltin Wealth Management first reported a position in IYC in Q2 2023 and has held it in 13 quarters since. The position peaked at $342K in Q3 2025. 241 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Maltin Wealth Management held 3,272 shares of iShares US Consumer Discretionary ETF worth $331K as of Q2 2026.
Maltin Wealth Management bought 3 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $304.
iShares US Consumer Discretionary ETF made up 0.11% of Maltin Wealth Management's portfolio in Q2 2026, its #108 holding.
Maltin Wealth Management first reported a position in iShares US Consumer Discretionary ETF in Q2 2023 and has held it in 13 quarters since.
Maltin Wealth Management's iShares US Consumer Discretionary ETF position peaked at $342K in Q3 2025.
241 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Maltin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.