NewSquare Capital’s iShares US Consumer Discretionary ETF IYC Stock Holding History

NewSquare Capital’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 Q3	–	Sell	-36	Closed	-$3.59K	–	708
2025 Q2	$3.59K	Buy	+36	New	+$3.34K	﹤0.01%	869
2024 Q2	–	Sell	-88	Closed	-$7.21K	–	411
2024 Q1	$7.21K	Sell	88 -16	-15%	-$1.25K	﹤0.01%	275
2023 Q4	$7.88K	Hold	104	–	–	﹤0.01%	288
2023 Q3	$6.96K	Sell	104 -490	-82%	-$34.6K	﹤0.01%	342
2023 Q2	$42.3K	Sell	594 -255	-30%	-$16.7K	﹤0.01%	204
2023 Q1	$54.9K	Buy	849 +609	+254%	+$38.2K	0.01%	188
2022 Q4	$13.7K	Buy	+240	New	+$14.4K	﹤0.01%	257
2020 Q3	–	Sell	-52	Closed	-$3K	–	366
2020 Q2	$3K	Buy	+52	New	+$2.69K	﹤0.01%	293
2018 Q2	–	Sell	-88	Closed	-$4K	–	326
2018 Q1	$4K	Buy	+88	New	+$4.14K	﹤0.01%	287

Other funds holding IYC

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

NewSquare Capital's IYC Position: Q3 2025 in Review

NewSquare Capital sold out of iShares US Consumer Discretionary ETF (IYC) in Q3 2025, closing a stake of 36 shares — an estimated $3.59K sold.

NewSquare Capital first reported a position in IYC in Q1 2018 and held it in 9 quarters. The position peaked at $54.9K in Q1 2023. 265 funds tracked by Wall St. Rank hold IYC as of Q3 2025.

NewSquare Capital reported no remaining iShares US Consumer Discretionary ETF position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 36 iShares US Consumer Discretionary ETF shares in Q3 2025, an estimated $3.59K.
NewSquare Capital first reported a position in iShares US Consumer Discretionary ETF in Q1 2018 and held it in 9 quarters.
NewSquare Capital's iShares US Consumer Discretionary ETF position peaked at $54.9K in Q1 2023.
265 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.