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

WealthBridge 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
2026 Q2	$232K	Sell	2,290 -410	-15%	-$41.5K	0.05%	213
2026 Q1	$262K	Sell	2,700 -760	-22%	-$77.5K	0.06%	194
2025 Q4	$357K	Sell	3,460 -557	-14%	-$57.3K	0.08%	149
2025 Q3	$421K	Sell	4,017 -963	-19%	-$98.7K	0.1%	140
2025 Q2	$496K	Sell	4,980 -840	-14%	-$77.8K	0.13%	119
2025 Q1	$514K	Sell	5,820 -476	-8%	-$45.4K	0.15%	106
2024 Q4	$605K	Hold	6,296	–	–	0.17%	97
2024 Q3	$554K	Sell	6,296 -500	-7%	-$41.4K	0.16%	103
2024 Q2	$552K	Sell	6,796 -1,000	-13%	-$79.5K	0.18%	91
2024 Q1	$639K	Sell	7,796 -712	-8%	-$55.5K	0.22%	82
2023 Q4	$645K	Buy	8,508 +3	+0%	+$209	0.24%	77
2023 Q3	$569K	Buy	8,505 +200	+2%	+$14.1K	0.24%	80
2023 Q2	$591K	Sell	8,305 -440	-5%	-$28.9K	0.24%	80
2023 Q1	$566K	Sell	8,745 -401	-4%	-$25.1K	0.23%	85
2022 Q4	$521K	Sell	9,146 -215	-2%	-$12.9K	0.22%	93
2022 Q3	$531K	Hold	9,361	–	–	0.23%	89
2022 Q2	$531K	Sell	9,361 -3,164	-25%	-$204K	0.23%	89
2022 Q1	$940K	Buy	12,525 +3,246	+35%	+$244K	0.35%	61
2021 Q4	$779K	Sell	9,279 -1,328	-13%	-$110K	0.29%	73
2021 Q3	$820K	Sell	10,607 -529	-5%	-$41.6K	0.31%	67
2021 Q2	$864K	Buy	11,136 +965	+9%	+$74K	0.31%	67
2021 Q1	$761K	Sell	10,171 -896	-8%	-$65.2K	0.31%	73
2020 Q4	$780K	Buy	11,067 +3	+0%	+$199	0.34%	62
2020 Q3	$692K	Sell	11,064 -300	-3%	-$18.1K	0.36%	61
2020 Q2	$622K	Buy	11,364 +408	+4%	+$21.1K	0.35%	58
2020 Q1	$485K	Buy	10,956 +5,060	+86%	+$271K	0.34%	66
2019 Q4	$336K	Hold	5,896	–	–	0.22%	88
2019 Q3	$320K	Hold	5,896	–	–	0.23%	87
2019 Q2	$267K	Sell	5,896 -300	-5%	-$15.9K	0.24%	85
2019 Q1	$331K	Buy	6,196 +300	+5%	+$14.8K	0.21%	81
2018 Q4	$267K	Buy	+5,896	New	+$287K	0.2%	85

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

WealthBridge Capital Management's IYC Position: Q2 2026 in Review

WealthBridge Capital Management reduced its iShares US Consumer Discretionary ETF (IYC) stake by 15% in Q2 2026, selling an estimated $41.5K and leaving 2,290 shares worth $232K. The position accounts for 0.05% of the portfolio, ranked #213.

WealthBridge Capital Management first reported a position in IYC in Q4 2018 and has held it in 31 quarters since. The position peaked at $940K in Q1 2022. 242 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

WealthBridge Capital Management held 2,290 shares of iShares US Consumer Discretionary ETF worth $232K as of Q2 2026.
WealthBridge Capital Management sold 410 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $41.5K.
iShares US Consumer Discretionary ETF made up 0.05% of WealthBridge Capital Management's portfolio in Q2 2026, its #213 holding.
WealthBridge Capital Management first reported a position in iShares US Consumer Discretionary ETF in Q4 2018 and has held it in 31 quarters since.
WealthBridge Capital Management's iShares US Consumer Discretionary ETF position peaked at $940K in Q1 2022.
242 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.