The Family Firm’s iShares US Consumer Discretionary ETF IYC Stock Holding History

The Family Firm’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 Q2	–	Sell	-2,992	Closed	-$264K	–	141
2025 Q1	$264K	Buy	+2,992	New	+$286K	0.06%	181
2024 Q3	–	Sell	-1,972	Closed	-$160K	–	535
2024 Q2	$160K	Buy	+1,972	New	+$157K	0.04%	228
2024 Q1	–	Sell	-2,715	Closed	-$206K	–	200
2023 Q4	$206K	Buy	+2,715	New	+$189K	0.05%	185
2023 Q3	–	Sell	-4,062	Closed	-$289K	–	179
2023 Q2	$289K	Sell	4,062 -407	-9%	-$26.7K	0.08%	146
2023 Q1	$289K	Buy	4,469 +10	+0.2%	+$627	0.08%	144
2022 Q4	$254K	Buy	+4,459	New	+$267K	0.07%	157

Other funds holding IYC

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 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

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

The Family Firm's IYC Position: Q2 2025 in Review

The Family Firm sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2025, closing a stake of 2,992 shares — an estimated $264K sold.

The Family Firm first reported a position in IYC in Q4 2022 and held it in 6 quarters. The position peaked at $289K in Q1 2023. 256 funds tracked by Wall St. Rank hold IYC as of Q2 2025.

The Family Firm reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2025 after selling out during the quarter.
The Family Firm sold 2,992 iShares US Consumer Discretionary ETF shares in Q2 2025, an estimated $264K.
The Family Firm first reported a position in iShares US Consumer Discretionary ETF in Q4 2022 and held it in 6 quarters.
The Family Firm's iShares US Consumer Discretionary ETF position peaked at $289K in Q1 2023.
256 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.