Wealth Enhancement Advisory Services’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Wealth Enhancement Advisory Services’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
2026 Q2	$284K	Sell	2,801 -338	-11%	-$34.3K	﹤0.01%	3255
2026 Q1	$304K	Sell	3,139 -416	-12%	-$42.4K	﹤0.01%	2764
2025 Q4	$373K	Buy	3,555 +596	+20%	+$61.3K	﹤0.01%	2723
2025 Q3	$305K	Buy	2,959 +158	+6%	+$16.2K	﹤0.01%	2779
2025 Q2	$282K	Sell	2,801 -240	-8%	-$22.2K	﹤0.01%	2696
2025 Q1	$269K	Sell	3,041 -1,244	-29%	-$119K	﹤0.01%	2533
2024 Q4	$412K	Buy	4,285 +1,000	+30%	+$93.3K	﹤0.01%	2130
2024 Q3	$289K	Buy	3,285 +2	+0.1%	+$165	﹤0.01%	2206
2024 Q2	$267K	Sell	3,283 -398	-11%	-$31.6K	﹤0.01%	2065
2024 Q1	$302K	Buy	3,681 +2	+0.1%	+$156	﹤0.01%	1917
2023 Q4	$279K	Buy	3,679 +6	+0.2%	+$418	﹤0.01%	1867
2023 Q3	$246K	Buy	+3,673	New	+$259K	﹤0.01%	1863

Other funds holding IYC

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Wealth Enhancement Advisory Services's IYC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares US Consumer Discretionary ETF (IYC) stake by 11% in Q2 2026, selling an estimated $34.3K and leaving 2,801 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #3255.

Wealth Enhancement Advisory Services first reported a position in IYC in Q3 2023 and has held it in 12 quarters since. The position peaked at $412K in Q4 2024. 241 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Wealth Enhancement Advisory Services held 2,801 shares of iShares US Consumer Discretionary ETF worth $284K as of Q2 2026.
Wealth Enhancement Advisory Services sold 338 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $34.3K.
iShares US Consumer Discretionary ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3255 holding.
Wealth Enhancement Advisory Services first reported a position in iShares US Consumer Discretionary ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's iShares US Consumer Discretionary ETF position peaked at $412K in Q4 2024.
241 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.