Midwest Trust’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Midwest Trust’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	$247K	Sell	2,610 -50	-2%	-$5.01K	﹤0.01%	581
2026 Q2	$269K	Hold	2,660	–	–	﹤0.01%	550
2026 Q1	$258K	Sell	2,660 -50	-2%	-$5.1K	﹤0.01%	538
2025 Q4	$279K	Hold	2,710	–	–	﹤0.01%	525
2025 Q3	$284K	Sell	2,710 -850	-24%	-$87.1K	﹤0.01%	519
2025 Q2	$355K	Buy	+3,560	New	+$330K	﹤0.01%	486

Other funds holding IYC

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

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return

FCFC

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

TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 1-Year Est. Return

Lakeshore Capital Group Rolling Meadows, Illinois $157M AUM 15.53% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

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

Ameliora Wealth Management Zurich, Switzerland $350M AUM 14.23% 1-Year Est. Return

Whitener Capital Management Rocky Mount, North Carolina $501M AUM 25.27% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Midwest Trust's IYC Position: Q3 2026 in Review

Midwest Trust reduced its iShares US Consumer Discretionary ETF (IYC) stake by 1.9% in Q3 2026, selling an estimated $5.01K and leaving 2,610 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Midwest Trust first reported a position in IYC in Q2 2025 and has held it in 6 quarters since. The position peaked at $355K in Q2 2025. 57 funds tracked by Wall St. Rank hold IYC as of Q3 2026.

Midwest Trust held 2,610 shares of iShares US Consumer Discretionary ETF worth $247K as of Q3 2026.
Midwest Trust sold 50 iShares US Consumer Discretionary ETF shares in Q3 2026, an estimated $5.01K.
iShares US Consumer Discretionary ETF made up ﹤0.01% of Midwest Trust's portfolio in Q3 2026, its #581 holding.
Midwest Trust first reported a position in iShares US Consumer Discretionary ETF in Q2 2025 and has held it in 6 quarters since.
Midwest Trust's iShares US Consumer Discretionary ETF position peaked at $355K in Q2 2025.
57 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.