West Branch Capital’s iShares US Consumer Discretionary ETF IYC Stock Holding History

West Branch Capital’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	-68	Closed	-$7.01K	–	408
2025 Q4	$7.01K	Hold	68	–	–	﹤0.01%	289
2025 Q3	$7.13K	Hold	68	–	–	﹤0.01%	308
2025 Q2	$6.78K	Hold	68	–	–	﹤0.01%	309
2025 Q1	$6.01K	Buy	+68	New	+$6.49K	﹤0.01%	329
2021 Q4	–	Sell	-237	Closed	-$18K	–	464
2021 Q3	$18K	Hold	237	–	–	0.01%	252
2021 Q2	$18K	Buy	+237	New	+$18.2K	0.01%	257

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

West Branch Capital's IYC Position: Q1 2026 in Review

West Branch Capital sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2026, closing a stake of 68 shares — an estimated $7.01K sold.

West Branch Capital first reported a position in IYC in Q2 2021 and held it in 6 quarters. The position peaked at $18K in Q3 2021. 252 funds tracked by Wall St. Rank hold IYC as of Q1 2026.

West Branch Capital reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2026 after selling out during the quarter.
West Branch Capital sold 68 iShares US Consumer Discretionary ETF shares in Q1 2026, an estimated $7.01K.
West Branch Capital first reported a position in iShares US Consumer Discretionary ETF in Q2 2021 and held it in 6 quarters.
West Branch Capital's iShares US Consumer Discretionary ETF position peaked at $18K in Q3 2021.
252 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2026.

Based on West Branch Capital's 13F filing for Q1 2026, filed 14 Apr 2026.