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

Wealthstream 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 Q3	$209K	Buy	+1,994	New	+$204K	0.03%	178

Other funds holding IYC

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 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

Wealthstream Advisors's IYC Position: Q3 2025 in Review

Wealthstream Advisors opened a new position in iShares US Consumer Discretionary ETF (IYC) in Q3 2025: 1,994 shares worth $209K. The stake represents 0.03% of the portfolio and ranks #178 among its holdings.

265 funds tracked by Wall St. Rank hold IYC as of Q3 2025.

Wealthstream Advisors held 1,994 shares of iShares US Consumer Discretionary ETF worth $209K as of Q3 2025.
iShares US Consumer Discretionary ETF was a new Wealthstream Advisors position in Q3 2025.
iShares US Consumer Discretionary ETF made up 0.03% of Wealthstream Advisors's portfolio in Q3 2025, its #178 holding.
265 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.