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WJ Wealth Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

WJ Wealth Management’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
-1,940
Closed -$200K – 74
2025
Q4 		$200K Hold
1,940
– – 0.09% 70
2025
Q3 		$200K Sell
1,940
-1,940
-50% -$199K 0.09% 69
2025
Q2 		$387K Hold
3,880
– – 0.12% 73
2025
Q1 		$343K Sell
3,880
-200
-5% -$19.1K 0.12% 68
2024
Q4 		$392K Hold
4,080
– – 0.14% 62
2024
Q3 		$359K Hold
4,080
– – 0.13% 62
2024
Q2 		$332K Sell
4,080
-200
-5% -$15.9K 0.12% 64
2024
Q1 		$351K Hold
4,280
– – 0.14% 64
2023
Q4 		$324K Hold
4,280
– – 0.14% 64
2023
Q3 		$287K Hold
4,280
– – 0.14% 57
2023
Q2 		$305K Buy
+4,280
New +$281K 0.14% 52
2023
Q1 		– Sell
-8,280
Closed -$472K – 58
2022
Q4 		$472K Sell
8,280
-1,200
-13% -$71.8K 0.27% 36
2022
Q3 		$551K Hold
9,480
– – 0.35% 33
2022
Q2 		$538K Sell
9,480
-4,670
-33% -$302K 0.38% 29
2022
Q1 		$1.07M Sell
14,150
-700
-5% -$52.6K 0.71% 19
2021
Q4 		$1.25M Sell
14,850
-305
-2% -$25.3K 0.75% 23
2021
Q3 		$1.17M Sell
15,155
-75
-0.5% -$5.9K 0.78% 27
2021
Q2 		$1.18M Sell
15,230
-240
-2% -$18.4K 3.66% 8
2021
Q1 		$1.16M Sell
15,470
-250
-2% -$18.2K 3.6% 8
2020
Q4 		$1.11M Sell
15,720
-300
-2% -$19.9K 3.45% 8
2020
Q3 		$1M Sell
16,020
-20,924
-57% -$1.26M 3.24% 9
2020
Q2 		$2.02M Buy
36,944
+17,672
+92% +$914K 1.42% 16
2020
Q1 		$854K Sell
19,272
-6,140
-24% -$328K 3.08% 10
2019
Q4 		$1.45M Buy
+25,412
New +$1.41M 3.66% 7

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WJ Wealth Management's IYC Position: Q1 2026 in Review

WJ Wealth Management sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2026, closing a stake of 1,940 shares — an estimated $200K sold.

WJ Wealth Management first reported a position in IYC in Q4 2019 and held it in 24 quarters. The position peaked at $2.02M in Q2 2020. 252 funds tracked by Wall St. Rank hold IYC as of Q1 2026.

  • WJ Wealth Management reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2026 after selling out during the quarter.
  • WJ Wealth Management sold 1,940 iShares US Consumer Discretionary ETF shares in Q1 2026, an estimated $200K.
  • WJ Wealth Management first reported a position in iShares US Consumer Discretionary ETF in Q4 2019 and held it in 24 quarters.
  • WJ Wealth Management's iShares US Consumer Discretionary ETF position peaked at $2.02M in Q2 2020.
  • 252 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2026.

Based on WJ Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.