Allworth Financial’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Allworth Financial’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	$377K	Buy	3,728 +91	+3%	+$9.22K	﹤0.01%	1131
2026 Q1	$352K	Sell	3,637 -160	-4%	-$16.3K	﹤0.01%	1108
2025 Q4	$392K	Sell	3,797 -33	-0.9%	-$3.4K	﹤0.01%	1033
2025 Q3	$401K	Buy	3,830 +2,650	+225%	+$272K	﹤0.01%	974
2025 Q2	$118K	Hold	1,180	–	–	﹤0.01%	1458
2025 Q1	$104K	Hold	1,180	–	–	﹤0.01%	1214
2024 Q4	$117K	Buy	1,180 +268	+29%	+$25K	﹤0.01%	1191
2024 Q3	$80.2K	Hold	912	–	–	﹤0.01%	1186
2024 Q2	$74.9K	Hold	912	–	–	﹤0.01%	1193
2024 Q1	$74.8K	Buy	912 +508	+126%	+$39.6K	﹤0.01%	1124
2023 Q4	$30.6K	Hold	404	–	–	﹤0.01%	1405
2023 Q3	$27K	Hold	404	–	–	﹤0.01%	1353
2023 Q2	$28.8K	Buy	404 +364	+910%	+$23.9K	﹤0.01%	1343
2023 Q1	$2.59K	Hold	40	–	–	﹤0.01%	2303
2022 Q4	$2.28K	Hold	40	–	–	﹤0.01%	2195
2022 Q3	$2K	Hold	40	–	–	﹤0.01%	2164
2022 Q2	$2K	Hold	40	–	–	﹤0.01%	2004
2022 Q1	$3K	Hold	40	–	–	﹤0.01%	1719
2021 Q4	$3K	Hold	40	–	–	﹤0.01%	1647
2021 Q3	$3K	Hold	40	–	–	﹤0.01%	1607
2021 Q2	$3K	Hold	40	–	–	﹤0.01%	1309
2021 Q1	$3K	Hold	40	–	–	﹤0.01%	1235
2020 Q4	$3K	Hold	40	–	–	﹤0.01%	1084
2020 Q3	$3K	Hold	40	–	–	﹤0.01%	935
2020 Q2	$2K	Hold	40	–	–	﹤0.01%	1015
2020 Q1	$2K	Hold	40	–	–	﹤0.01%	1064
2019 Q4	$2K	Buy	+40	New	+$2.22K	﹤0.01%	910
2017 Q2	–	Sell	-240	Closed	-$10K	–	782
2017 Q1	$10K	Buy	240 +48	+25%	+$1.89K	﹤0.01%	448
2016 Q4	$7K	Buy	+192	New	+$7.14K	﹤0.01%	441

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

Allworth Financial's IYC Position: Q2 2026 in Review

Allworth Financial increased its iShares US Consumer Discretionary ETF (IYC) stake by 2.5% in Q2 2026, buying an estimated $9.22K and bringing the position to 3,728 shares worth $377K. The position accounts for ﹤0.01% of the portfolio, ranked #1131.

Allworth Financial first reported a position in IYC in Q4 2016 and has held it in 29 quarters since. The position peaked at $401K in Q3 2025. 241 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Allworth Financial held 3,728 shares of iShares US Consumer Discretionary ETF worth $377K as of Q2 2026.
Allworth Financial bought 91 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $9.22K.
iShares US Consumer Discretionary ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1131 holding.
Allworth Financial first reported a position in iShares US Consumer Discretionary ETF in Q4 2016 and has held it in 29 quarters since.
Allworth Financial's iShares US Consumer Discretionary ETF position peaked at $401K in Q3 2025.
241 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.