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 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	Buy	16,152 +12,740	+373%	+$627K	0.68%	37
2018 Q4	$1.54M	Buy	+3,412	New	+$166K	0.7%	31

Other funds holding IYC

HIIFS

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

PCH

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Outlook Wealth Advisors's IYC Position: Q1 2026 in Review

Outlook Wealth Advisors reduced its iShares US Consumer Discretionary ETF (IYC) stake by 0.77% in Q1 2026, selling an estimated $8.67K and leaving 11,026 shares worth $1.07M. The position accounts for 0.26% of the portfolio, ranked #82.

Outlook Wealth Advisors first reported a position in IYC in Q4 2018 and has held it in 14 quarters since. The position peaked at $1.74M in Q3 2019. 251 funds tracked by Wall St. Rank hold IYC as of Q1 2026.

Outlook Wealth Advisors held 11,026 shares of iShares US Consumer Discretionary ETF worth $1.07M as of Q1 2026.
Outlook Wealth Advisors sold 85 iShares US Consumer Discretionary ETF shares in Q1 2026, an estimated $8.67K.
iShares US Consumer Discretionary ETF made up 0.26% of Outlook Wealth Advisors's portfolio in Q1 2026, its #82 holding.
Outlook Wealth Advisors first reported a position in iShares US Consumer Discretionary ETF in Q4 2018 and has held it in 14 quarters since.
Outlook Wealth Advisors's iShares US Consumer Discretionary ETF position peaked at $1.74M in Q3 2019.
251 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.