Bartlett & Co Wealth Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Bartlett & Co 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	$948K	Buy	9,376 +291	+3%	+$29.5K	0.01%	285
2026 Q1	$922K	Hold	9,085	–	–	0.01%	279
2025 Q4	$937K	Buy	9,085 +2,405	+36%	+$247K	0.01%	269
2025 Q3	$700K	Hold	6,680	–	–	0.01%	302
2025 Q2	$666K	Hold	6,680	–	–	0.01%	300
2025 Q1	$590K	Buy	6,680 +1,512	+29%	+$144K	0.01%	307
2024 Q4	$497K	Hold	5,168	–	–	0.01%	327
2024 Q3	$454K	Hold	5,168	–	–	0.01%	339
2024 Q2	$420K	Hold	5,168	–	–	0.01%	347
2024 Q1	$424K	Hold	5,168	–	–	0.01%	347
2023 Q4	$394K	Hold	5,168	–	–	0.01%	379
2023 Q3	$347K	Hold	5,168	–	–	0.01%	382
2023 Q2	$368K	Hold	5,168	–	–	0.01%	379
2023 Q1	$334K	Hold	5,168	–	–	0.01%	330
2022 Q4	$294K	Buy	5,168 +136	+3%	+$8.14K	0.01%	345
2022 Q3	$293K	Hold	5,032	–	–	0.01%	331
2022 Q2	$286K	Hold	5,032	–	–	0.01%	333
2022 Q1	$378K	Hold	5,032	–	–	0.01%	321
2021 Q4	$423K	Buy	+5,032	New	+$417K	0.01%	311

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

Bartlett & Co Wealth Management's IYC Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its iShares US Consumer Discretionary ETF (IYC) stake by 3.2% in Q2 2026, buying an estimated $29.5K and bringing the position to 9,376 shares worth $948K. The position accounts for 0.01% of the portfolio, ranked #285.

Bartlett & Co Wealth Management first reported a position in IYC in Q4 2021 and has held it in 19 quarters since. 242 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Bartlett & Co Wealth Management held 9,376 shares of iShares US Consumer Discretionary ETF worth $948K as of Q2 2026.
Bartlett & Co Wealth Management bought 291 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $29.5K.
iShares US Consumer Discretionary ETF made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #285 holding.
Bartlett & Co Wealth Management first reported a position in iShares US Consumer Discretionary ETF in Q4 2021 and has held it in 19 quarters since.
242 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.