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Acumen Wealth Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Acumen Wealth 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
Q2 		$26.3K Hold
260
– – 0.01% 208
2026
Q1 		$25.2K Hold
260
– – 0.01% 195
2025
Q4 		$26.8K Buy
+260
New +$26.7K 0.01% 183

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

Acumen Wealth Advisors's IYC Position: Q2 2026 in Review

Acumen Wealth Advisors held its iShares US Consumer Discretionary ETF (IYC) position steady in Q2 2026 at 260 shares worth $26.3K. The position accounts for 0.01% of the portfolio, ranked #208.

Acumen Wealth Advisors first reported a position in IYC in Q4 2025 and has held it in 3 quarters since. The position peaked at $26.8K in Q4 2025. 241 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

  • Acumen Wealth Advisors held 260 shares of iShares US Consumer Discretionary ETF worth $26.3K as of Q2 2026.
  • Acumen Wealth Advisors left its iShares US Consumer Discretionary ETF share count unchanged in Q2 2026.
  • iShares US Consumer Discretionary ETF made up 0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #208 holding.
  • Acumen Wealth Advisors first reported a position in iShares US Consumer Discretionary ETF in Q4 2025 and has held it in 3 quarters since.
  • Acumen Wealth Advisors's iShares US Consumer Discretionary ETF position peaked at $26.8K in Q4 2025.
  • 241 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.