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WBH Advisory’s iShares US Consumer Discretionary ETF IYC Stock Holding History

WBH Advisory’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
-2,599
Closed -$230K – 349
2025
Q1 		$230K Buy
+2,599
New +$248K 0.02% 303

Other funds holding IYC

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

WBH Advisory's IYC Position: Q2 2025 in Review

WBH Advisory sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2025, closing a stake of 2,599 shares — an estimated $230K sold.

WBH Advisory first reported a position in IYC in Q1 2025 and held it in 1 quarter. The position peaked at $230K in Q1 2025. 256 funds tracked by Wall St. Rank hold IYC as of Q2 2025.

  • WBH Advisory reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2025 after selling out during the quarter.
  • WBH Advisory sold 2,599 iShares US Consumer Discretionary ETF shares in Q2 2025, an estimated $230K.
  • WBH Advisory first reported a position in iShares US Consumer Discretionary ETF in Q1 2025 and held it in 1 quarter.
  • WBH Advisory's iShares US Consumer Discretionary ETF position peaked at $230K in Q1 2025.
  • 256 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2025.

Based on WBH Advisory's 13F filing for Q2 2025, filed 30 Jul 2025.