MinichMacGregor Wealth Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-199,422
| Closed | -$20.6M | – | 149 |
|
|
2025
Q4 | $20.6M | Buy |
199,422
+6,395
| +3% | +$658K | 3.73% | 5 |
|
|
2025
Q3 | $20.2M | Buy |
193,027
+1,618
| +0.8% | +$166K | 3.95% | 3 |
|
|
2025
Q2 | $19.1M | Buy |
191,409
+20,675
| +12% | +$1.92M | 4.08% | 2 |
|
|
2025
Q1 | $15.1M | Buy |
+170,734
| New | +$16.3M | 3.38% | 7 |
|
|
2023
Q1 | – | Sell |
-54
| Closed | -$3.1K | – | 363 |
|
|
2022
Q4 | $3.1K | Buy |
+54
| New | +$3.23K | ﹤0.01% | 531 |
|
|
2022
Q1 | – | Sell |
-137,086
| Closed | -$11.5M | – | 95 |
|
|
2021
Q4 | $11.5M | Buy |
137,086
+308
| +0.2% | +$25.5K | 3.5% | 7 |
|
|
2021
Q3 | $10.6M | Sell |
136,778
-251
| -0.2% | -$19.7K | 3.56% | 7 |
|
|
2021
Q2 | $10.6M | Buy |
137,029
+3,948
| +3% | +$303K | 3.73% | 8 |
|
|
2021
Q1 | $9.96M | Buy |
133,081
+2,654
| +2% | +$193K | 3.72% | 10 |
|
|
2020
Q4 | $9.2M | Buy |
130,427
+3,923
| +3% | +$261K | 3.75% | 7 |
|
|
2020
Q3 | $7.91M | Buy |
126,504
+53,084
| +72% | +$3.21M | 3.73% | 9 |
|
|
2020
Q2 | $4.02M | Buy |
+73,420
| New | +$3.8M | 2.22% | 14 |
|
|
2020
Q1 | – | Sell |
-139,088
| Closed | -$7.94M | – | 98 |
|
|
2019
Q4 | $7.94M | Buy |
139,088
+4,528
| +3% | +$251K | 4.42% | 6 |
|
|
2019
Q3 | $7.31M | Buy |
134,560
+1,744
| +1% | +$95.7K | 4.95% | 5 |
|
|
2019
Q2 | $7.29M | Buy |
132,816
+588
| +0.4% | +$31.3K | 5.09% | 7 |
|
|
2019
Q1 | $6.83M | Buy |
+132,228
| New | +$6.5M | 5.13% | 7 |
|
|
2018
Q4 | – | Sell |
-128,336
| Closed | -$6.78M | – | 296 |
|
|
2018
Q3 | $6.78M | Buy |
128,336
+11,180
| +10% | +$570K | 4.47% | 6 |
|
|
2018
Q2 | $5.68M | Buy |
117,156
+4,320
| +4% | +$203K | 4.05% | 7 |
|
|
2018
Q1 | $5.14M | Sell |
112,836
-832
| -0.7% | -$39.1K | 4.01% | 9 |
|
|
2017
Q4 | $5.09M | Buy |
113,668
+3,524
| +3% | +$150K | 3.98% | 8 |
|
|
2017
Q3 | $4.52M | Buy |
110,144
+6,000
| +6% | +$246K | 3.75% | 10 |
|
|
2017
Q2 | $4.27M | Buy |
104,144
+4,620
| +5% | +$190K | 3.71% | 11 |
|
|
2017
Q1 | $4M | Buy |
99,524
+1,668
| +2% | +$65.6K | 3.61% | 10 |
|
|
2016
Q4 | $3.69M | Buy |
97,856
+10,236
| +12% | +$381K | 3.46% | 8 |
|
|
2016
Q3 | $3.22M | Buy |
87,620
+7,972
| +10% | +$295K | 3.02% | 10 |
|
|
2016
Q2 | $2.85M | Buy |
79,648
+472
| +0.6% | +$17K | 2.69% | 13 |
|
|
2016
Q1 | $2.89M | Buy |
79,176
+41,836
| +112% | +$1.44M | 2.79% | 10 |
|
|
2015
Q4 | $1.35M | Buy |
+37,340
| New | +$1.36M | 1.25% | 17 |
|
Other funds holding IYC
HIIFS
PCH
MinichMacGregor Wealth Management's IYC Position: Q1 2026 in Review
MinichMacGregor Wealth Management sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2026, closing a stake of 199,422 shares — an estimated $20.6M sold.
MinichMacGregor Wealth Management first reported a position in IYC in Q4 2015 and held it in 28 quarters. The position peaked at $20.6M in Q4 2025. 251 funds tracked by Wall St. Rank hold IYC as of Q1 2026.
- MinichMacGregor Wealth Management reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2026 after selling out during the quarter.
- MinichMacGregor Wealth Management sold 199,422 iShares US Consumer Discretionary ETF shares in Q1 2026, an estimated $20.6M.
- MinichMacGregor Wealth Management first reported a position in iShares US Consumer Discretionary ETF in Q4 2015 and held it in 28 quarters.
- MinichMacGregor Wealth Management's iShares US Consumer Discretionary ETF position peaked at $20.6M in Q4 2025.
- 251 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2026.
Based on MinichMacGregor Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.