WBC
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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 $14.7B AUM 47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return