AMG National Trust Bank’s iShares US Consumer Discretionary ETF IYC Stock Holding History

AMG National Trust Bank’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	$1.18M	Sell	11,702 -9,652	-45%	-$978K	0.02%	254
2026 Q1	$2.07M	Buy	21,354 +9,402	+79%	+$959K	0.04%	221
2025 Q4	$1.23M	Hold	11,952	–	–	0.03%	274
2025 Q3	$1.25M	Sell	11,952 -500	-4%	-$51.2K	0.03%	268
2025 Q2	$1.24M	Sell	12,452 -50	-0.4%	-$4.63K	0.03%	269
2025 Q1	$1.1M	Hold	12,502	–	–	0.03%	279
2024 Q4	$1.21M	Sell	12,502 -148	-1%	-$13.8K	0.03%	259
2024 Q3	$1.11M	Sell	12,650 -9,750	-44%	-$807K	0.03%	277
2024 Q2	$1.82M	Buy	22,400 +9,800	+78%	+$779K	0.05%	209
2024 Q1	$1.03M	Hold	12,600	–	–	0.03%	290
2023 Q4	$955K	Sell	12,600 -100	-0.8%	-$6.97K	0.03%	277
2023 Q3	$850K	Hold	12,700	–	–	0.03%	289
2023 Q2	$904K	Hold	12,700	–	–	0.03%	286
2023 Q1	$822K	Hold	12,700	–	–	0.03%	309
2022 Q4	$723K	Sell	12,700 -9,800	-44%	-$586K	0.03%	305
2022 Q3	$1.31M	Buy	22,500 +9,800	+77%	+$624K	0.05%	216
2022 Q2	$746K	Sell	12,700 -100	-0.8%	-$6.46K	0.03%	297
2022 Q1	$960K	Buy	12,800 +800	+7%	+$60.2K	0.03%	277
2021 Q4	$1.01M	Sell	12,000 -600	-5%	-$49.7K	0.03%	279
2021 Q3	$974K	Hold	12,600	–	–	0.03%	282
2021 Q2	$978K	Sell	12,600 -100	-0.8%	-$7.67K	0.03%	283
2021 Q1	$950K	Hold	12,700	–	–	0.03%	281
2020 Q4	$895K	Sell	12,700 -400	-3%	-$26.6K	0.03%	267
2020 Q3	$819K	Hold	13,100	–	–	0.03%	255
2020 Q2	$717K	Buy	+13,100	New	+$678K	0.03%	269

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

AMG National Trust Bank's IYC Position: Q2 2026 in Review

AMG National Trust Bank reduced its iShares US Consumer Discretionary ETF (IYC) stake by 45% in Q2 2026, selling an estimated $978K and leaving 11,702 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #254.

AMG National Trust Bank first reported a position in IYC in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.07M in Q1 2026. 244 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

AMG National Trust Bank held 11,702 shares of iShares US Consumer Discretionary ETF worth $1.18M as of Q2 2026.
AMG National Trust Bank sold 9,652 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $978K.
iShares US Consumer Discretionary ETF made up 0.02% of AMG National Trust Bank's portfolio in Q2 2026, its #254 holding.
AMG National Trust Bank first reported a position in iShares US Consumer Discretionary ETF in Q2 2020 and has held it in 25 quarters since.
AMG National Trust Bank's iShares US Consumer Discretionary ETF position peaked at $2.07M in Q1 2026.
244 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.