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

WESPAC 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
Q1 		– Sell
-7,792
Closed -$749K – 178
2024
Q4 		$749K Buy
+7,792
New +$727K 0.55% 69
2024
Q2 		– Sell
-8,579
Closed -$703K – 170
2024
Q1 		$703K Buy
8,579
+2,937
+52% +$229K 0.41% 88
2023
Q4 		$427K Buy
+5,642
New +$393K 0.3% 104
2022
Q1 		– Sell
-34,431
Closed -$2.89M – 128
2021
Q4 		$2.89M Buy
+34,431
New +$2.85M 1.94% 5
2020
Q4 		– Sell
-15,088
Closed -$943K – 151
2020
Q3 		$943K Sell
15,088
-1,680
-10% -$101K 1.17% 37
2020
Q2 		$918K Buy
+16,768
New +$867K 1.04% 38
2019
Q2 		– Sell
-36,948
Closed -$1.86M – 129
2019
Q1 		$1.86M Sell
36,948
-148
-0.4% -$7.28K 1.29% 29
2018
Q4 		$1.68M Sell
37,096
-492
-1% -$23.9K 1.63% 24
2018
Q3 		$1.99M Buy
37,588
+10,080
+37% +$514K 1.16% 31
2018
Q2 		$1.33M Sell
27,508
-15,140
-35% -$713K 1.37% 28
2018
Q1 		$1.94M Buy
42,648
+16,232
+61% +$763K 1.19% 30
2017
Q4 		$1.18M Sell
26,416
-15,316
-37% -$652K 1.1% 34
2017
Q3 		$1.71M Sell
41,732
-8,996
-18% -$369K 1.13% 32
2017
Q2 		$2.08M Buy
+50,728
New +$2.09M 1.42% 27
2015
Q2 		– Sell
-6,460
Closed -$233K – 124
2015
Q1 		$233K Buy
+6,460
New +$227K 0.18% 103
2014
Q1 		– Sell
-28,092
Closed -$853K – 149
2013
Q4 		$853K Buy
28,092
+4,232
+18% +$123K 0.71% 59
2013
Q3 		$656K Buy
23,860
+8,100
+51% +$218K 0.76% 52
2013
Q2 		$404K Buy
+15,760
New +$399K 0.61% 63

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

WESPAC Advisors's IYC Position: Q1 2025 in Review

WESPAC Advisors sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2025, closing a stake of 7,792 shares — an estimated $749K sold.

WESPAC Advisors first reported a position in IYC in Q2 2013 and held it in 18 quarters. The position peaked at $2.89M in Q4 2021. 239 funds tracked by Wall St. Rank hold IYC as of Q1 2025.

  • WESPAC Advisors reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2025 after selling out during the quarter.
  • WESPAC Advisors sold 7,792 iShares US Consumer Discretionary ETF shares in Q1 2025, an estimated $749K.
  • WESPAC Advisors first reported a position in iShares US Consumer Discretionary ETF in Q2 2013 and held it in 18 quarters.
  • WESPAC Advisors's iShares US Consumer Discretionary ETF position peaked at $2.89M in Q4 2021.
  • 239 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2025.

Based on WESPAC Advisors's 13F filing for Q1 2025, filed 1 May 2025.