Outlook Wealth Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Outlook Wealth Advisors’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	–	Sell	-11,026	Closed	-$1.07M	–	316
2026 Q1	$1.07M	Sell	11,026 -85	-0.8%	-$8.67K	0.26%	82
2025 Q4	$1.15M	Buy	11,111 +159	+1%	+$16.4K	0.26%	76
2025 Q3	$1.15M	Buy	+10,952	New	+$1.12M	0.29%	70
2024 Q2	–	Sell	-9,845	Closed	-$807K	–	269
2024 Q1	$807K	Buy	+9,845	New	+$768K	0.25%	82
2022 Q3	–	Sell	-10,915	Closed	-$620K	–	193
2022 Q2	$620K	Buy	10,915 +10	+0.1%	+$646	0.25%	104
2022 Q1	$819K	Sell	10,905 -572	-5%	-$43K	0.27%	91
2021 Q4	$964K	Sell	11,477 -680	-6%	-$56.3K	0.28%	78
2021 Q3	$940K	Sell	12,157 -687	-5%	-$54K	0.31%	81
2021 Q2	$997K	Buy	+12,844	New	+$985K	0.32%	79
2020 Q1	–	Sell	-15,572	Closed	-$889K	–	172
2019 Q4	$889K	Sell	15,572 -16,372	-51%	-$909K	0.5%	42
2019 Q3	$1.74M	Buy	31,944 +9,432	+42%	+$518K	1.03%	26
2019 Q2	$1.23M	Buy	22,512 +6,360	+39%	+$338K	0.81%	32
2019 Q1	$825K	Sell	16,152 -17,968	-53%	-$884K	0.68%	37
2018 Q4	$1.54M	Buy	+34,120	New	+$1.66M	0.7%	31

Other funds holding IYC

HIIFS

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Outlook Wealth Advisors's IYC Position: Q2 2026 in Review

Outlook Wealth Advisors sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2026, closing a stake of 11,026 shares — an estimated $1.07M sold.

Outlook Wealth Advisors first reported a position in IYC in Q4 2018 and held it in 14 quarters. The position peaked at $1.74M in Q3 2019. 242 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Outlook Wealth Advisors reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2026 after selling out during the quarter.
Outlook Wealth Advisors sold 11,026 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $1.07M.
Outlook Wealth Advisors first reported a position in iShares US Consumer Discretionary ETF in Q4 2018 and held it in 14 quarters.
Outlook Wealth Advisors's iShares US Consumer Discretionary ETF position peaked at $1.74M in Q3 2019.
242 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.