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

Westfuller 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
2026
Q1 		– Sell
-992
Closed -$102K – 777
2025
Q4 		$102K Buy
992
+1
+0.1% +$103 0.04% 219
2025
Q3 		$104K Buy
+991
New +$102K 0.05% 214
2025
Q1 		– Sell
-2,567
Closed -$247K – 100
2024
Q4 		$247K Buy
2,567
+1
+0% +$93 0.16% 80
2024
Q3 		$226K Buy
+2,566
New +$212K 0.16% 76
2024
Q1 		$210K Buy
+2,566
New +$200K 0.25% 63

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