Blue Trust Inc’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Blue Trust Inc’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	$26.9K	Hold	266	–	–	﹤0.01%	1569
2026 Q1	$25.8K	Hold	266	–	–	﹤0.01%	1567
2025 Q4	$27.4K	Sell	266 -136	-34%	-$14K	﹤0.01%	1579
2025 Q3	$42.1K	Buy	402 +27	+7%	+$2.77K	﹤0.01%	1469
2025 Q2	$37.4K	Hold	375	–	–	﹤0.01%	1522
2025 Q1	$33.1K	Hold	375	–	–	﹤0.01%	1529
2024 Q4	$36.1K	Hold	375	–	–	﹤0.01%	1449
2024 Q3	$30.5K	Hold	375	–	–	﹤0.01%	1776
2024 Q2	$30.7K	Hold	375	–	–	﹤0.01%	1482
2024 Q1	$30.7K	Hold	375	–	–	﹤0.01%	1089
2023 Q4	$25K	Hold	375	–	–	﹤0.01%	1196
2023 Q3	$27K	Hold	375	–	–	﹤0.01%	1074
2023 Q2	$24K	Hold	375	–	–	﹤0.01%	982
2023 Q1	$21K	Hold	375	–	–	﹤0.01%	1344
2022 Q4	$22K	Hold	375	–	–	﹤0.01%	1264
2022 Q3	$21K	Hold	375	–	–	﹤0.01%	1076
2022 Q2	$28K	Buy	+375	New	+$24.2K	﹤0.01%	852

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 Trust Inc's IYC Position: Q2 2026 in Review

Blue Trust Inc held its iShares US Consumer Discretionary ETF (IYC) position steady in Q2 2026 at 266 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

Blue Trust Inc first reported a position in IYC in Q2 2022 and has held it in 17 quarters since. The position peaked at $42.1K in Q3 2025. 242 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Blue Trust Inc held 266 shares of iShares US Consumer Discretionary ETF worth $26.9K as of Q2 2026.
Blue Trust Inc left its iShares US Consumer Discretionary ETF share count unchanged in Q2 2026.
iShares US Consumer Discretionary ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1569 holding.
Blue Trust Inc first reported a position in iShares US Consumer Discretionary ETF in Q2 2022 and has held it in 17 quarters since.
Blue Trust Inc's iShares US Consumer Discretionary ETF position peaked at $42.1K in Q3 2025.
242 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.