Yeomans Consulting Group’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Yeomans Consulting Group’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
2025 Q4	–	Sell	-11,597	Closed	-$1.21M	–	125
2025 Q3	$1.21M	Buy	11,597 +1,357	+13%	+$139K	0.42%	32
2025 Q2	$1.02M	Buy	+10,240	New	+$949K	0.42%	37
2025 Q1	–	Sell	-8,864	Closed	-$852K	–	84
2024 Q4	$852K	Buy	+8,864	New	+$827K	0.32%	36

Other funds holding IYC

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Yeomans Consulting Group's IYC Position: Q4 2025 in Review

Yeomans Consulting Group sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2025, closing a stake of 11,597 shares — an estimated $1.21M sold.

Yeomans Consulting Group first reported a position in IYC in Q4 2024 and held it in 3 quarters. The position peaked at $1.21M in Q3 2025. 259 funds tracked by Wall St. Rank hold IYC as of Q4 2025.

Yeomans Consulting Group reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2025 after selling out during the quarter.
Yeomans Consulting Group sold 11,597 iShares US Consumer Discretionary ETF shares in Q4 2025, an estimated $1.21M.
Yeomans Consulting Group first reported a position in iShares US Consumer Discretionary ETF in Q4 2024 and held it in 3 quarters.
Yeomans Consulting Group's iShares US Consumer Discretionary ETF position peaked at $1.21M in Q3 2025.
259 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2025.

Based on Yeomans Consulting Group's 13F filing for Q4 2025, filed 7 Jan 2026.