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Well Done LLC’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Well Done LLC’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
Q1 		– Sell
-71,104
Closed -$7.33M – 204
2025
Q4 		$7.33M Buy
71,104
+8,894
+14% +$915K 1.1% 22
2025
Q3 		$6.52M Buy
62,210
+3,339
+6% +$342K 1.11% 21
2025
Q2 		$5.87M Buy
+58,871
New +$5.45M 1.1% 20
2022
Q1 		– Sell
-25,268
Closed -$2.12M – 197
2021
Q4 		$2.12M Buy
25,268
+3,205
+15% +$265K 0.43% 41
2021
Q3 		$1.71M Buy
22,063
+1,736
+9% +$137K 0.38% 44
2021
Q2 		$1.58M Buy
20,327
+695
+4% +$53.3K 0.35% 47
2021
Q1 		$1.47M Buy
19,632
+7,081
+56% +$515K 0.34% 50
2020
Q4 		$885K Sell
12,551
-845
-6% -$56.1K 0.22% 63
2020
Q3 		$837K Sell
13,396
-156
-1% -$9.42K 0.24% 62
2020
Q2 		$742K Buy
13,552
+1,116
+9% +$57.7K 0.2% 71
2020
Q1 		$551K Sell
12,436
-184
-1% -$9.84K 0.17% 76
2019
Q4 		$720K Sell
12,620
-356
-3% -$19.8K 0.17% 83
2019
Q3 		$705K Buy
12,976
+268
+2% +$14.7K 0.17% 73
2019
Q2 		$692K Buy
12,708
+972
+8% +$51.7K 0.16% 75
2019
Q1 		$599K Buy
11,736
+364
+3% +$17.9K 0.15% 80
2018
Q4 		$514K Buy
11,372
+268
+2% +$13K 0.14% 82
2018
Q3 		$588K Buy
11,104
+232
+2% +$11.8K 0.17% 75
2018
Q2 		$526K Buy
10,872
+212
+2% +$9.98K 0.16% 78
2018
Q1 		$486K Buy
10,660
+148
+1% +$6.96K 0.15% 67
2017
Q4 		$472K Buy
10,512
+120
+1% +$5.11K 0.15% 73
2017
Q3 		$426K Sell
10,392
-120
-1% -$4.92K 0.13% 87
2017
Q2 		$431K Buy
10,512
+144
+1% +$5.93K 0.15% 68
2017
Q1 		$417K Sell
10,368
-712
-6% -$28K 0.15% 68
2016
Q4 		$418K Sell
11,080
-2,264
-17% -$84.2K 0.16% 63
2016
Q3 		$694 Buy
13,344
+1,196
+10% +$44.2K 0.25% 45
2016
Q2 		$436K Buy
12,148
+1,128
+10% +$40.7K 0.16% 57
2016
Q1 		$402K Buy
11,020
+3,184
+41% +$110K 0.15% 55
2015
Q4 		$283K Buy
+7,836
New +$285K 0.1% 69

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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Well Done LLC's IYC Position: Q1 2026 in Review

Well Done LLC sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2026, closing a stake of 71,104 shares — an estimated $7.33M sold.

Well Done LLC first reported a position in IYC in Q4 2015 and held it in 28 quarters. The position peaked at $7.33M in Q4 2025. 252 funds tracked by Wall St. Rank hold IYC as of Q1 2026.

  • Well Done LLC reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2026 after selling out during the quarter.
  • Well Done LLC sold 71,104 iShares US Consumer Discretionary ETF shares in Q1 2026, an estimated $7.33M.
  • Well Done LLC first reported a position in iShares US Consumer Discretionary ETF in Q4 2015 and held it in 28 quarters.
  • Well Done LLC's iShares US Consumer Discretionary ETF position peaked at $7.33M in Q4 2025.
  • 252 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2026.

Based on Well Done LLC's 13F filing for Q1 2026, filed 14 Apr 2026.