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

AE 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 Q2	$73K	Sell	722 -1,619	-69%	-$164K	﹤0.01%	2000
2026 Q1	$227K	Sell	2,341 -230	-9%	-$23.5K	﹤0.01%	1540
2025 Q4	$265K	Buy	2,571 +306	+14%	+$31.5K	﹤0.01%	1377
2025 Q3	$237K	Sell	2,265 -46,982	-95%	-$4.81M	﹤0.01%	1310
2025 Q2	$4.91M	Buy	49,247 +12,054	+32%	+$1.12M	0.04%	352
2025 Q1	$3.29M	Sell	37,193 -29,793	-44%	-$2.84M	0.03%	426
2024 Q4	$6.44M	Sell	66,986 -15,287	-19%	-$1.43M	0.05%	302
2024 Q3	$7.24M	Buy	82,273 +4,669	+6%	+$386K	0.07%	277
2024 Q2	$6.31M	Sell	77,604 -3,121	-4%	-$248K	0.06%	286
2024 Q1	$6.62M	Sell	80,725 -16,439	-17%	-$1.28M	0.07%	261
2023 Q4	$7.31M	Buy	97,164 +44,051	+83%	+$3.07M	0.04%	481
2023 Q3	$3.56M	Buy	53,113 +25,158	+90%	+$1.78M	0.02%	649
2023 Q2	$1.99M	Buy	+27,955	New	+$1.83M	0.01%	851
2022 Q4	–	Sell	-5,541	Closed	-$322K	–	1863
2022 Q3	$322K	Buy	+5,541	New	+$353K	﹤0.01%	1447
2022 Q1	–	Sell	-58,451	Closed	-$4.91M	–	1746
2021 Q4	$4.91M	Buy	58,451 +29,256	+100%	+$2.42M	0.03%	420
2021 Q3	$2.26M	Sell	29,195 -5,802	-17%	-$456K	0.02%	610
2021 Q2	$2.72M	Buy	34,997 +6,302	+22%	+$483K	0.02%	547
2021 Q1	$2.15M	Sell	28,695 -1,689	-6%	-$123K	0.02%	548
2020 Q4	$2.14M	Buy	30,384 +4,572	+18%	+$304K	0.02%	479
2020 Q3	$1.61M	Buy	25,812 +152	+0.6%	+$9.18K	0.02%	495
2020 Q2	$1.41M	Buy	+25,660	New	+$1.33M	0.02%	513
2020 Q1	–	Sell	-6,508	Closed	-$371K	–	1206
2019 Q4	$371K	Sell	6,508 -1,984	-23%	-$110K	0.01%	827
2019 Q3	$462K	Sell	8,492 -65,336	-88%	-$3.59M	0.01%	642
2019 Q2	$4.02M	Buy	+73,828	New	+$3.92M	0.12%	150
2019 Q1	–	Sell	-5,052	Closed	-$228K	–	658
2018 Q4	$228K	Buy	5,052 +1,060	+27%	+$51.5K	0.04%	410
2018 Q3	$211K	Buy	+3,992	New	+$203K	0.01%	547

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

AE Wealth Management's IYC Position: Q2 2026 in Review

AE Wealth Management reduced its iShares US Consumer Discretionary ETF (IYC) stake by 69% in Q2 2026, selling an estimated $164K and leaving 722 shares worth $73K. The position accounts for ﹤0.01% of the portfolio, ranked #2000.

AE Wealth Management first reported a position in IYC in Q3 2018 and has held it in 26 quarters since. The position peaked at $7.31M in Q4 2023. 242 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

AE Wealth Management held 722 shares of iShares US Consumer Discretionary ETF worth $73K as of Q2 2026.
AE Wealth Management sold 1,619 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $164K.
iShares US Consumer Discretionary ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2000 holding.
AE Wealth Management first reported a position in iShares US Consumer Discretionary ETF in Q3 2018 and has held it in 26 quarters since.
AE Wealth Management's iShares US Consumer Discretionary ETF position peaked at $7.31M in Q4 2023.
242 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

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