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

Sax 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	$206K	Hold	2,124	–	–	0.01%	518
2026 Q1	$219K	Hold	2,124	–	–	0.01%	458
2025 Q4	$219K	Hold	2,124	–	–	0.01%	464
2025 Q3	$223K	Hold	2,124	–	–	0.01%	408
2025 Q2	$212K	Buy	+2,124	New	+$197K	0.01%	403
2025 Q1	–	Sell	-2,124	Closed	-$204K	–	378
2024 Q4	$204K	Buy	+2,124	New	+$198K	0.02%	315

Other funds holding IYC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return

Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return