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 $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

Westfuller Advisors's IYC Position: Q1 2026 in Review

Westfuller Advisors sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2026, closing a stake of 992 shares — an estimated $102K sold.

Westfuller Advisors first reported a position in IYC in Q1 2024 and held it in 5 quarters. The position peaked at $247K in Q4 2024. 252 funds tracked by Wall St. Rank hold IYC as of Q1 2026.

Westfuller Advisors reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2026 after selling out during the quarter.
Westfuller Advisors sold 992 iShares US Consumer Discretionary ETF shares in Q1 2026, an estimated $102K.
Westfuller Advisors first reported a position in iShares US Consumer Discretionary ETF in Q1 2024 and held it in 5 quarters.
Westfuller Advisors's iShares US Consumer Discretionary ETF position peaked at $247K in Q4 2024.
252 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.