Buck Wealth Strategies’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Buck Wealth Strategies’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	$7.28K	Buy	+72	New	+$7.3K	﹤0.01%	656
2025 Q4	–	Sell	-9,910	Closed	-$1.04M	–	188
2025 Q3	$1.04M	Sell	9,910 -253	-2%	-$25.9K	0.14%	72
2025 Q2	$1.01M	Buy	10,163 +3,517	+53%	+$326K	0.15%	70
2025 Q1	$587K	Buy	+6,646	New	+$634K	0.11%	84

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

Buck Wealth Strategies's IYC Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in iShares US Consumer Discretionary ETF (IYC) in Q2 2026: 72 shares worth $7.28K. The stake represents ﹤0.01% of the portfolio and ranks #656 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in IYC as recently as Q3 2025.

Buck Wealth Strategies first reported a position in IYC in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.04M in Q3 2025. 244 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Buck Wealth Strategies held 72 shares of iShares US Consumer Discretionary ETF worth $7.28K as of Q2 2026.
iShares US Consumer Discretionary ETF was a new Buck Wealth Strategies position in Q2 2026.
iShares US Consumer Discretionary ETF made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #656 holding.
Buck Wealth Strategies first reported a position in iShares US Consumer Discretionary ETF in Q1 2025 and has held it in 4 quarters since.
Buck Wealth Strategies's iShares US Consumer Discretionary ETF position peaked at $1.04M in Q3 2025.
244 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.