IYC — ISHARES U.S. CONSUMER DISCRETIONARY ETF

Ownership history in Westwind Capital  ·  3 quarters on record

This page tracks every 13F SEC filing in which Westwind Capital reported a position in ISHARES U.S. CONSUMER DISCRETIONARY ETF (IYC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.28% (2025 Q3)
Avg. % of fund
0.25%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 12,578 +699 +5.9% 0.28% $1.3M $104.56
2025 Q2 ADDED 11,879 +1,104 +10.2% 0.24% $1.2M $99.28
2025 Q1 INITIATED 10,775 — — 0.24% $952K $87.88
% of Fund (quarterly)    IYC price (monthly, adj. close)

Other funds also holding IYC

As of 2025 Q4 — sorted by position size

ADVISORTRUST PARTNERS, LLC 4.82% MinichMacGregor Wealth Management, LLC 3Y 7Y 3.73% Madison Park Capital Advisors, LLC 2.72% First Citizens Financial Corp 3Y 2.54% SOUTHERN CAPITAL ADVISORS, LLC 3Y 2.02% COTTONWOOD CAPITAL ADVISORS, LLC 3Y 1.98% PGIM Custom Harvest LLC 3Y 1.49% Cadent Capital Advisors, LLC 3Y 1.38% TRANSATLANTIQUE PRIVATE WEALTH LLC 3Y 1.32% WealthCare Asset Management, LLC 1.2%
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