Mosley Wealth Management
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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
Q3 		$56.2K Hold
564
– – 0.02% 255
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

Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Cottonwood Capital Advisors
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

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

Mosley Wealth Management held its iShares US Consumer Discretionary ETF (IYC) position steady in Q3 2026 at 564 shares worth $56.2K. The position accounts for 0.02% of the portfolio, ranked #255.

Mosley Wealth Management first reported a position in IYC in Q4 2025 and has held it in 4 quarters since. The position peaked at $344K in Q1 2026. 213 funds tracked by Wall St. Rank hold IYC as of Q3 2026.

  • Mosley Wealth Management held 564 shares of iShares US Consumer Discretionary ETF worth $56.2K as of Q3 2026.
  • Mosley Wealth Management left its iShares US Consumer Discretionary ETF share count unchanged in Q3 2026.
  • iShares US Consumer Discretionary ETF made up 0.02% of Mosley Wealth Management's portfolio in Q3 2026, its #255 holding.
  • Mosley Wealth Management first reported a position in iShares US Consumer Discretionary ETF in Q4 2025 and has held it in 4 quarters since.
  • Mosley Wealth Management's iShares US Consumer Discretionary ETF position peaked at $344K in Q1 2026.
  • 213 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.