Pension & Wealth Management Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Pension & Wealth Management 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	$809K	Hold	8,000	–	–	0.22%	72
2026 Q1	$775K	Hold	8,000	–	–	0.23%	63
2025 Q4	$825K	Hold	8,000	–	–	0.24%	59
2025 Q3	$838K	Hold	8,000	–	–	0.26%	60
2025 Q2	$797K	Hold	8,000	–	–	0.27%	61
2025 Q1	$707K	Hold	8,000	–	–	0.26%	64
2024 Q4	$769K	Buy	+8,000	New	+$747K	0.31%	53

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Pension & Wealth Management Advisors's IYC Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its iShares US Consumer Discretionary ETF (IYC) position steady in Q2 2026 at 8,000 shares worth $809K. The position accounts for 0.22% of the portfolio, ranked #72.

Pension & Wealth Management Advisors first reported a position in IYC in Q4 2024 and has held it in 7 quarters since. The position peaked at $838K in Q3 2025. 231 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Pension & Wealth Management Advisors held 8,000 shares of iShares US Consumer Discretionary ETF worth $809K as of Q2 2026.
Pension & Wealth Management Advisors left its iShares US Consumer Discretionary ETF share count unchanged in Q2 2026.
iShares US Consumer Discretionary ETF made up 0.22% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #72 holding.
Pension & Wealth Management Advisors first reported a position in iShares US Consumer Discretionary ETF in Q4 2024 and has held it in 7 quarters since.
Pension & Wealth Management Advisors's iShares US Consumer Discretionary ETF position peaked at $838K in Q3 2025.
231 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.