Summit X LLC’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Summit X LLC’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	-4,821	Closed	-$480K	–	128
2025 Q2	$480K	Sell	4,821 -185	-4%	-$17.1K	0.09%	148
2025 Q1	$442K	Sell	5,006 -826	-14%	-$78.8K	0.09%	133
2024 Q4	$561K	Sell	5,832 -187	-3%	-$17.5K	0.12%	117
2024 Q3	$489K	Sell	6,019 -322	-5%	-$26.6K	0.12%	118
2024 Q2	$516K	Sell	6,341 -167	-3%	-$13.3K	0.12%	118
2024 Q1	$534K	Sell	6,508 -27	-0.4%	-$2.1K	0.14%	112
2023 Q4	$493K	Sell	6,535 -202	-3%	-$14.1K	0.14%	114
2023 Q3	$451K	Sell	6,737 -19	-0.3%	-$1.34K	0.14%	111
2023 Q2	$481K	Buy	+6,756	New	+$443K	0.12%	162

Other funds holding IYC

HIIFS

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

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

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

Summit X LLC's IYC Position: Q3 2025 in Review

Summit X LLC sold out of iShares US Consumer Discretionary ETF (IYC) in Q3 2025, closing a stake of 4,821 shares — an estimated $480K sold.

Summit X LLC first reported a position in IYC in Q2 2023 and held it in 9 quarters. The position peaked at $561K in Q4 2024. 265 funds tracked by Wall St. Rank hold IYC as of Q3 2025.

Summit X LLC reported no remaining iShares US Consumer Discretionary ETF position as of Q3 2025 after selling out during the quarter.
Summit X LLC sold 4,821 iShares US Consumer Discretionary ETF shares in Q3 2025, an estimated $480K.
Summit X LLC first reported a position in iShares US Consumer Discretionary ETF in Q2 2023 and held it in 9 quarters.
Summit X LLC's iShares US Consumer Discretionary ETF position peaked at $561K in Q4 2024.
265 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.