Blue Chip Partners’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Blue Chip Partners’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	$224K	Buy	2,216 +3	+0.1%	+$304	0.01%	174
2026 Q1	$214K	Buy	2,213 +3	+0.1%	+$306	0.02%	163
2025 Q4	$228K	Buy	2,210 +3	+0.1%	+$309	0.02%	161
2025 Q3	$231K	Buy	2,207 +2	+0.1%	+$205	0.02%	156
2025 Q2	$220K	Buy	+2,205	New	+$204K	0.02%	156
2025 Q1	–	Sell	-2,198	Closed	-$211K	–	165
2024 Q4	$211K	Buy	2,198 +2	+0.1%	+$187	0.02%	146
2024 Q3	$193K	Buy	2,196 +4	+0.2%	+$331	0.02%	145
2024 Q2	$178K	Buy	2,192 +2	+0.1%	+$159	0.02%	140
2024 Q1	$179K	Buy	2,190 +4	+0.2%	+$312	0.02%	138
2023 Q4	$166K	Buy	2,186 +8	+0.4%	+$558	0.02%	154
2023 Q3	$146K	Hold	2,178	–	–	0.02%	155
2023 Q2	$155K	Buy	2,178 +3	+0.1%	+$197	0.02%	163
2023 Q1	$141K	Buy	2,175 +5	+0.2%	+$313	0.02%	156
2022 Q4	$124K	Buy	+2,170	New	+$130K	0.02%	163

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

Blue Chip Partners's IYC Position: Q2 2026 in Review

Blue Chip Partners increased its iShares US Consumer Discretionary ETF (IYC) stake by 0.14% in Q2 2026, buying an estimated $304 and bringing the position to 2,216 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #174.

Blue Chip Partners first reported a position in IYC in Q4 2022 and has held it in 14 quarters since. The position peaked at $231K in Q3 2025. 244 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Blue Chip Partners held 2,216 shares of iShares US Consumer Discretionary ETF worth $224K as of Q2 2026.
Blue Chip Partners bought 3 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $304.
iShares US Consumer Discretionary ETF made up 0.01% of Blue Chip Partners's portfolio in Q2 2026, its #174 holding.
Blue Chip Partners first reported a position in iShares US Consumer Discretionary ETF in Q4 2022 and has held it in 14 quarters since.
Blue Chip Partners's iShares US Consumer Discretionary ETF position peaked at $231K in Q3 2025.
244 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Blue Chip Partners's 13F filing for Q2 2026, filed 14 Aug 2026.