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 Q3	$310K	Buy	3,276 +4	+0.1%	+$401	0.1%	118
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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

GSB

Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 27.33% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Maltin Wealth Management's IYC Position: Q3 2026 in Review

Maltin Wealth Management increased its iShares US Consumer Discretionary ETF (IYC) stake by 0.12% in Q3 2026, buying an estimated $401 and bringing the position to 3,276 shares worth $310K. The position accounts for 0.1% of the portfolio, ranked #118.

Maltin Wealth Management first reported a position in IYC in Q2 2023 and has held it in 14 quarters since. The position peaked at $342K in Q3 2025. 21 funds tracked by Wall St. Rank hold IYC as of Q3 2026.

Maltin Wealth Management held 3,276 shares of iShares US Consumer Discretionary ETF worth $310K as of Q3 2026.
Maltin Wealth Management bought 4 iShares US Consumer Discretionary ETF shares in Q3 2026, an estimated $401.
iShares US Consumer Discretionary ETF made up 0.1% of Maltin Wealth Management's portfolio in Q3 2026, its #118 holding.
Maltin Wealth Management first reported a position in iShares US Consumer Discretionary ETF in Q2 2023 and has held it in 14 quarters since.
Maltin Wealth Management's iShares US Consumer Discretionary ETF position peaked at $342K in Q3 2025.
21 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2026.

Based on Maltin Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.