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Summit Financial Consulting’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Summit Financial Consulting’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
-58,273
Closed -$5.81M – 45
2025
Q2 		$5.81M Sell
58,273
-2,065
-3% -$191K 5.22% 5
2025
Q1 		$5.33M Buy
+60,338
New +$5.76M 4.94% 8

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Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Summit Financial Consulting's IYC Position: Q3 2025 in Review

Summit Financial Consulting sold out of iShares US Consumer Discretionary ETF (IYC) in Q3 2025, closing a stake of 58,273 shares — an estimated $5.81M sold.

Summit Financial Consulting first reported a position in IYC in Q1 2025 and held it in 2 quarters. The position peaked at $5.81M in Q2 2025. 265 funds tracked by Wall St. Rank hold IYC as of Q3 2025.

  • Summit Financial Consulting reported no remaining iShares US Consumer Discretionary ETF position as of Q3 2025 after selling out during the quarter.
  • Summit Financial Consulting sold 58,273 iShares US Consumer Discretionary ETF shares in Q3 2025, an estimated $5.81M.
  • Summit Financial Consulting first reported a position in iShares US Consumer Discretionary ETF in Q1 2025 and held it in 2 quarters.
  • Summit Financial Consulting's iShares US Consumer Discretionary ETF position peaked at $5.81M in Q2 2025.
  • 265 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2025.

Based on Summit Financial Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.