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

Balance Wealth’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	-2,910	Closed	-$282K	–	170
2026 Q1	$282K	Buy	2,910 +492	+20%	+$50.2K	0.09%	125
2025 Q4	$249K	Buy	+2,418	New	+$249K	0.08%	127

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

Balance Wealth's IYC Position: Q2 2026 in Review

Balance Wealth sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2026, closing a stake of 2,910 shares — an estimated $282K sold.

Balance Wealth first reported a position in IYC in Q4 2025 and held it in 2 quarters. The position peaked at $282K in Q1 2026. 244 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Balance Wealth reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2026 after selling out during the quarter.
Balance Wealth sold 2,910 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $282K.
Balance Wealth first reported a position in iShares US Consumer Discretionary ETF in Q4 2025 and held it in 2 quarters.
Balance Wealth's iShares US Consumer Discretionary ETF position peaked at $282K in Q1 2026.
244 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.