WANY
IYC icon

Wealthspire Advisors (New York)’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-319
Closed -$33.4K – 1971
2025
Q3 		$33.4K Buy
+319
New +$32.7K ﹤0.01% 1405

Other funds holding IYC

PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealthspire Advisors (New York)'s IYC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2025, closing a stake of 319 shares — an estimated $33.4K sold.

Wealthspire Advisors (New York) first reported a position in IYC in Q3 2025 and held it in 1 quarter. The position peaked at $33.4K in Q3 2025. 259 funds tracked by Wall St. Rank hold IYC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 319 iShares US Consumer Discretionary ETF shares in Q4 2025, an estimated $33.4K.
  • Wealthspire Advisors (New York) first reported a position in iShares US Consumer Discretionary ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s iShares US Consumer Discretionary ETF position peaked at $33.4K in Q3 2025.
  • 259 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.