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TruNorth Capital Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

TruNorth Capital Management’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
-330
Closed -$29.1K – 392
2025
Q1 		$29.1K Hold
330
– – 0.01% 267
2024
Q4 		$31.7K Buy
+330
New +$30.8K 0.01% 193

Other funds holding IYC

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 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
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 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
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

TruNorth Capital Management's IYC Position: Q2 2025 in Review

TruNorth Capital Management sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2025, closing a stake of 330 shares — an estimated $29.1K sold.

TruNorth Capital Management first reported a position in IYC in Q4 2024 and held it in 2 quarters. The position peaked at $31.7K in Q4 2024. 256 funds tracked by Wall St. Rank hold IYC as of Q2 2025.

  • TruNorth Capital Management reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 330 iShares US Consumer Discretionary ETF shares in Q2 2025, an estimated $29.1K.
  • TruNorth Capital Management first reported a position in iShares US Consumer Discretionary ETF in Q4 2024 and held it in 2 quarters.
  • TruNorth Capital Management's iShares US Consumer Discretionary ETF position peaked at $31.7K in Q4 2024.
  • 256 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2025.

Based on TruNorth Capital Management's 13F filing for Q2 2025, filed 18 Jul 2025.