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

Mosley 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	$57K	Sell	564 -2,720	-83%	-$276K	0.02%	240
2026 Q1	$344K	Buy	3,284 +1	+0%	+$102	0.16%	121
2025 Q4	$339K	Buy	+3,283	New	+$338K	0.16%	126

Other funds holding IYC

HIIFS

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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

CCA

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Banque Transatlantique Paris, France $4.66B AUM 33.26% 1-Year Est. Return

SCA

Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return

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

Mosley Wealth Management reduced its iShares US Consumer Discretionary ETF (IYC) stake by 83% in Q2 2026, selling an estimated $276K and leaving 564 shares worth $57K. The position accounts for 0.02% of the portfolio, ranked #240.

Mosley Wealth Management first reported a position in IYC in Q4 2025 and has held it in 3 quarters since. The position peaked at $344K in Q1 2026. 138 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Mosley Wealth Management held 564 shares of iShares US Consumer Discretionary ETF worth $57K as of Q2 2026.
Mosley Wealth Management sold 2,720 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $276K.
iShares US Consumer Discretionary ETF made up 0.02% of Mosley Wealth Management's portfolio in Q2 2026, its #240 holding.
Mosley Wealth Management first reported a position in iShares US Consumer Discretionary ETF in Q4 2025 and has held it in 3 quarters since.
Mosley Wealth Management's iShares US Consumer Discretionary ETF position peaked at $344K in Q1 2026.
138 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.