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

MGB 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
2025 Q4	$200K	Hold	1,936	–	–	0.06%	220
2025 Q3	$203K	Hold	1,936	–	–	0.06%	221
2025 Q2	$193K	Hold	1,936	–	–	0.06%	213
2025 Q1	$171K	Hold	1,936	–	–	0.06%	211
2024 Q4	$186K	Hold	1,936	–	–	0.06%	198
2024 Q3	$170K	Hold	1,936	–	–	0.06%	196
2024 Q2	$162K	Hold	1,936	–	–	0.06%	197
2024 Q1	$159K	Hold	1,936	–	–	0.06%	192
2023 Q4	$147K	Buy	+1,936	New	+$135K	0.07%	189

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

MGB Wealth Management's IYC Position: Q4 2025 in Review

MGB Wealth Management held its iShares US Consumer Discretionary ETF (IYC) position steady in Q4 2025 at 1,936 shares worth $200K. The position accounts for 0.06% of the portfolio, ranked #220.

MGB Wealth Management first reported a position in IYC in Q4 2023 and has held it in 9 quarters since. The position peaked at $203K in Q3 2025. 258 funds tracked by Wall St. Rank hold IYC as of Q4 2025.

MGB Wealth Management held 1,936 shares of iShares US Consumer Discretionary ETF worth $200K as of Q4 2025.
MGB Wealth Management left its iShares US Consumer Discretionary ETF share count unchanged in Q4 2025.
iShares US Consumer Discretionary ETF made up 0.06% of MGB Wealth Management's portfolio in Q4 2025, its #220 holding.
MGB Wealth Management first reported a position in iShares US Consumer Discretionary ETF in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's iShares US Consumer Discretionary ETF position peaked at $203K in Q3 2025.
258 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.