Wealthstar Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Wealthstar Advisors’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	-16,840	Closed	-$1.76M	–	135
2025 Q3	$1.76M	Sell	16,840 -2,379	-12%	-$244K	0.7%	28
2025 Q2	$1.92M	Buy	+19,219	New	+$1.78M	0.72%	24
2023 Q4	–	Sell	-12,869	Closed	-$862K	–	132
2023 Q3	$862K	Buy	+12,869	New	+$909K	0.33%	35
2021 Q3	–	Sell	-4,180	Closed	-$324K	–	110
2021 Q2	$324K	Buy	+4,180	New	+$321K	0.1%	71
2020 Q1	$203K	Hold	4,580	–	–	0.14%	51
2019 Q4	$261K	Hold	4,580	–	–	0.16%	48
2019 Q3	$249K	Sell	4,580 -80	-2%	-$4.39K	0.14%	53
2019 Q2	$254K	Sell	4,660 -1,900	-29%	-$101K	0.15%	48
2019 Q1	$335K	Sell	6,560 -760	-10%	-$37.4K	0.21%	35
2018 Q4	$331K	Hold	7,320	–	–	0.25%	35
2018 Q3	$389K	Hold	7,320	–	–	0.23%	34
2018 Q2	$368K	Hold	7,320	–	–	0.11%	37
2018 Q1	$334K	Buy	+7,320	New	+$344K	0.1%	32

Other funds holding IYC

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealthstar Advisors's IYC Position: Q4 2025 in Review

Wealthstar Advisors sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2025, closing a stake of 16,840 shares — an estimated $1.76M sold.

Wealthstar Advisors first reported a position in IYC in Q1 2018 and held it in 13 quarters. The position peaked at $1.92M in Q2 2025. 258 funds tracked by Wall St. Rank hold IYC as of Q4 2025.

Wealthstar Advisors reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2025 after selling out during the quarter.
Wealthstar Advisors sold 16,840 iShares US Consumer Discretionary ETF shares in Q4 2025, an estimated $1.76M.
Wealthstar Advisors first reported a position in iShares US Consumer Discretionary ETF in Q1 2018 and held it in 13 quarters.
Wealthstar Advisors's iShares US Consumer Discretionary ETF position peaked at $1.92M in Q2 2025.
258 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2025.

Based on Wealthstar Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.