1 North Wealth Services’s iShares US Consumer Discretionary ETF IYC Stock Holding History

1 North Wealth Services’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 Q2	–	Sell	-5	Closed	-$485	–	309
2026 Q1	$485	Sell	5 -41,687	-100%	-$4.25M	﹤0.01%	262
2025 Q4	$4.3M	Buy	41,692 +41,097	+6,907%	+$4.23M	1.51%	22
2025 Q3	$62.4K	Sell	595 -20	-3%	-$2.05K	0.03%	76
2025 Q2	$61.3K	Sell	615 -320	-34%	-$29.6K	0.02%	79
2025 Q1	$82.6K	Sell	935 -66,407	-99%	-$6.34M	0.04%	72
2024 Q4	$6.47M	Buy	+67,342	New	+$6.29M	2.74%	15

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

1 North Wealth Services's IYC Position: Q2 2026 in Review

1 North Wealth Services sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2026, closing a stake of 5 shares — an estimated $485 sold.

1 North Wealth Services first reported a position in IYC in Q4 2024 and held it in 6 quarters. The position peaked at $6.47M in Q4 2024. 241 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

1 North Wealth Services reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2026 after selling out during the quarter.
1 North Wealth Services sold 5 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $485.
1 North Wealth Services first reported a position in iShares US Consumer Discretionary ETF in Q4 2024 and held it in 6 quarters.
1 North Wealth Services's iShares US Consumer Discretionary ETF position peaked at $6.47M in Q4 2024.
241 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.