Optivise Advisory Services’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Optivise Advisory Services’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	-13,034	Closed	-$1.3M	–	225
2025 Q2	$1.3M	Hold	13,034	–	–	0.66%	37
2025 Q1	$1.15M	Hold	13,034	–	–	0.65%	39
2024 Q4	$1.25M	Hold	13,034	–	–	0.68%	38
2024 Q3	$1.15M	Buy	13,034 +240	+2%	+$19.9K	0.6%	44
2024 Q2	$1.04M	Buy	+12,794	New	+$1.02M	0.56%	49

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

Optivise Advisory Services's IYC Position: Q3 2025 in Review

Optivise Advisory Services sold out of iShares US Consumer Discretionary ETF (IYC) in Q3 2025, closing a stake of 13,034 shares — an estimated $1.3M sold.

Optivise Advisory Services first reported a position in IYC in Q2 2024 and held it in 5 quarters. The position peaked at $1.3M in Q2 2025. 265 funds tracked by Wall St. Rank hold IYC as of Q3 2025.

Optivise Advisory Services reported no remaining iShares US Consumer Discretionary ETF position as of Q3 2025 after selling out during the quarter.
Optivise Advisory Services sold 13,034 iShares US Consumer Discretionary ETF shares in Q3 2025, an estimated $1.3M.
Optivise Advisory Services first reported a position in iShares US Consumer Discretionary ETF in Q2 2024 and held it in 5 quarters.
Optivise Advisory Services's iShares US Consumer Discretionary ETF position peaked at $1.3M in Q2 2025.
265 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2025.

Based on Optivise Advisory Services's 13F filing for Q3 2025, filed 17 Oct 2025.