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 Q3	$26.2K	Buy	276 +10	+4%	+$1K	﹤0.01%	1426
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

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Blue Trust Inc's IYC Position: Q3 2026 in Review

Blue Trust Inc increased its iShares US Consumer Discretionary ETF (IYC) stake by 3.8% in Q3 2026, buying an estimated $1K and bringing the position to 276 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1426.

Blue Trust Inc first reported a position in IYC in Q2 2022 and has held it in 18 quarters since. The position peaked at $42.1K in Q3 2025. 213 funds tracked by Wall St. Rank hold IYC as of Q3 2026.

Blue Trust Inc held 276 shares of iShares US Consumer Discretionary ETF worth $26.2K as of Q3 2026.
Blue Trust Inc bought 10 iShares US Consumer Discretionary ETF shares in Q3 2026, an estimated $1K.
iShares US Consumer Discretionary ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1426 holding.
Blue Trust Inc first reported a position in iShares US Consumer Discretionary ETF in Q2 2022 and has held it in 18 quarters since.
Blue Trust Inc's iShares US Consumer Discretionary ETF position peaked at $42.1K in Q3 2025.
213 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.