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

WESPAC Advisors SoCal’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	$1.1M	Buy	10,871 +379	+4%	+$38.4K	0.2%	78
2026 Q1	$1.02M	Sell	10,492 -205	-2%	-$20.9K	0.22%	78
2025 Q4	$1.1M	Buy	10,697 +871	+9%	+$89.6K	0.22%	73
2025 Q3	$1.03M	Sell	9,826 -78	-0.8%	-$7.99K	0.21%	74
2025 Q2	$987K	Sell	9,904 -18,865	-66%	-$1.75M	0.22%	71
2025 Q1	$2.54M	Buy	28,769 +584	+2%	+$55.7K	0.66%	43
2024 Q4	$2.71M	Buy	28,185 +8,160	+41%	+$762K	0.61%	46
2024 Q3	$1.76M	Sell	20,025 -6,256	-24%	-$518K	0.41%	55
2024 Q2	$2.14M	Buy	26,281 +2,125	+9%	+$169K	0.54%	42
2024 Q1	$1.98M	Sell	24,156 -1,549	-6%	-$121K	0.52%	44
2023 Q4	$1.95M	Buy	25,705 +254	+1%	+$17.7K	0.57%	45
2023 Q3	$1.7M	Buy	25,451 +105	+0.4%	+$7.41K	0.58%	45
2023 Q2	$1.8M	Sell	25,346 -15,256	-38%	-$1M	0.62%	42
2023 Q1	$2.63M	Buy	40,602 +960	+2%	+$60.2K	0.91%	36
2022 Q4	$2.26M	Sell	39,642 -3,290	-8%	-$197K	0.84%	36
2022 Q3	$2.63M	Sell	42,932 -180	-0.4%	-$11.5K	1.1%	31
2022 Q2	$2.45M	Sell	43,112 -832	-2%	-$53.7K	0.93%	32
2022 Q1	$3.3M	Sell	43,944 -434	-1%	-$32.6K	1.02%	32
2021 Q4	$3.4M	Buy	44,378 +1,188	+3%	+$98.4K	1.04%	32
2021 Q3	$3.36M	Sell	43,190 -1,135	-3%	-$89.3K	1.1%	29
2021 Q2	$3.44M	Buy	44,325 +17,450	+65%	+$1.34M	1.14%	29
2021 Q1	$2.01M	Buy	26,875 +18,449	+219%	+$1.34M	0.79%	35
2020 Q4	$594K	Sell	8,426 -1,414	-14%	-$93.9K	0.24%	54
2020 Q3	$635K	Buy	9,840 +840	+9%	+$50.7K	0.3%	45
2020 Q2	$514K	Buy	9,000 +1,840	+26%	+$95.2K	0.24%	52
2020 Q1	$358K	Sell	7,160 -3,360	-32%	-$180K	0.2%	53
2019 Q4	$600K	Buy	10,520 +160	+2%	+$8.88K	0.28%	52
2019 Q3	$563K	Buy	10,360 +260	+3%	+$14.3K	0.28%	53
2019 Q2	$549K	Sell	10,100 -20	-0.2%	-$1.06K	0.29%	53
2019 Q1	$516K	Buy	+10,120	New	+$498K	0.29%	52
2018 Q4	–	Hold	0	–	–	–	50
2018 Q3	–	Sell	-9,420	Closed	-$480K	–	59
2018 Q2	$456K	Buy	9,420 +1,480	+19%	+$69.7K	0.26%	55
2018 Q1	$361K	Sell	7,940 -60	-0.8%	-$2.82K	0.21%	59
2017 Q4	$358K	Sell	8,000 -5,400	-40%	-$230K	0.2%	57
2017 Q3	$549K	Buy	13,400 +100	+0.8%	+$4.1K	0.33%	51
2017 Q2	$545K	Sell	13,300 -800	-6%	-$32.9K	0.35%	49
2017 Q1	$567K	Sell	14,100 -960	-6%	-$37.8K	0.35%	46
2016 Q4	$569K	Sell	15,060 -6,800	-31%	-$253K	0.37%	44
2016 Q3	$804K	Buy	21,860 +220	+1%	+$8.13K	0.54%	37
2016 Q2	$776K	Buy	21,640 +100	+0.5%	+$3.61K	0.5%	38
2016 Q1	$785K	Sell	21,540 -460	-2%	-$15.9K	0.58%	35
2015 Q4	$795K	Buy	+22,000	New	+$801K	0.52%	36

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

WESPAC Advisors SoCal's IYC Position: Q2 2026 in Review

WESPAC Advisors SoCal increased its iShares US Consumer Discretionary ETF (IYC) stake by 3.6% in Q2 2026, buying an estimated $38.4K and bringing the position to 10,871 shares worth $1.1M. The position accounts for 0.2% of the portfolio, ranked #78.

WESPAC Advisors SoCal first reported a position in IYC in Q4 2015 and has held it in 41 quarters since. The position peaked at $3.44M in Q2 2021. 241 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

WESPAC Advisors SoCal held 10,871 shares of iShares US Consumer Discretionary ETF worth $1.1M as of Q2 2026.
WESPAC Advisors SoCal bought 379 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $38.4K.
iShares US Consumer Discretionary ETF made up 0.2% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #78 holding.
WESPAC Advisors SoCal first reported a position in iShares US Consumer Discretionary ETF in Q4 2015 and has held it in 41 quarters since.
WESPAC Advisors SoCal's iShares US Consumer Discretionary ETF position peaked at $3.44M in Q2 2021.
241 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.