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

Beacon Financial Advisory’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	$286K	Buy	2,832 +1	+0%	+$101	0.06%	343
2026 Q1	$274K	Buy	2,831 +2	+0.1%	+$204	0.06%	321
2025 Q4	$292K	Buy	2,829 +1	+0%	+$103	0.07%	301
2025 Q3	$296K	Sell	2,828 -98	-3%	-$10K	0.07%	296
2025 Q2	$292K	Buy	2,926 +1	+0%	+$93	0.08%	276
2025 Q1	$258K	Buy	2,925 +2	+0.1%	+$191	0.08%	269
2024 Q4	$281K	Buy	2,923 +1	+0%	+$93	0.09%	238
2024 Q3	$257K	Buy	2,922 +2	+0.1%	+$165	0.09%	246
2024 Q2	$237K	Buy	2,920 +2	+0.1%	+$159	0.09%	244
2024 Q1	$239K	Sell	2,918 -1,367	-32%	-$107K	0.12%	214
2023 Q4	$325K	Buy	4,285 +12	+0.3%	+$837	0.16%	174
2023 Q3	$286K	Buy	4,273 +490	+13%	+$34.6K	0.16%	175
2023 Q2	$269K	Buy	3,783 +5	+0.1%	+$328	0.15%	179
2023 Q1	$244K	Buy	3,778 +7	+0.2%	+$439	0.16%	174
2022 Q4	$215K	Buy	3,771 +3	+0.1%	+$179	0.15%	172
2022 Q3	$219K	Buy	3,768 +4	+0.1%	+$255	0.16%	166
2022 Q2	$214K	Buy	3,764 +3	+0.1%	+$194	0.12%	202
2022 Q1	$282K	Buy	3,761 +2	+0.1%	+$150	0.13%	188
2021 Q4	$316K	Buy	3,759 +1	+0%	+$83	0.15%	174
2021 Q3	$291K	Buy	3,758 +3	+0.1%	+$236	0.15%	174
2021 Q2	$291K	Buy	3,755 +2	+0.1%	+$153	0.16%	164
2021 Q1	$281K	Sell	3,753 -697	-16%	-$50.7K	0.16%	161
2020 Q4	$313K	Buy	4,450 +566	+15%	+$37.6K	0.2%	141
2020 Q3	$242K	Buy	3,884 +164	+4%	+$9.91K	0.21%	143
2020 Q2	$203K	Buy	+3,720	New	+$192K	0.22%	134
2020 Q1	–	Sell	-3,708	Closed	-$211K	–	152
2019 Q4	$211K	Buy	+3,708	New	+$206K	0.18%	149

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

Beacon Financial Advisory's IYC Position: Q2 2026 in Review

Beacon Financial Advisory increased its iShares US Consumer Discretionary ETF (IYC) stake by 0.04% in Q2 2026, buying an estimated $101 and bringing the position to 2,832 shares worth $286K. The position accounts for 0.06% of the portfolio, ranked #343.

Beacon Financial Advisory first reported a position in IYC in Q4 2019 and has held it in 26 quarters since. The position peaked at $325K in Q4 2023. 244 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Beacon Financial Advisory held 2,832 shares of iShares US Consumer Discretionary ETF worth $286K as of Q2 2026.
Beacon Financial Advisory bought 1 iShares US Consumer Discretionary ETF share in Q2 2026, an estimated $101.
iShares US Consumer Discretionary ETF made up 0.06% of Beacon Financial Advisory's portfolio in Q2 2026, its #343 holding.
Beacon Financial Advisory first reported a position in iShares US Consumer Discretionary ETF in Q4 2019 and has held it in 26 quarters since.
Beacon Financial Advisory's iShares US Consumer Discretionary ETF position peaked at $325K in Q4 2023.
244 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.