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

Cerity 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	$317K	Buy	3,130 +619	+25%	+$62.7K	﹤0.01%	2755
2026 Q1	$243K	Buy	+2,511	New	+$256K	﹤0.01%	2755
2024 Q1	–	Sell	-4,357	Closed	-$330K	–	2321
2023 Q4	$330K	Buy	+4,357	New	+$304K	﹤0.01%	1461
2023 Q3	–	Sell	-4,357	Closed	-$310K	–	1553
2023 Q2	$310K	Sell	4,357 -680	-14%	-$44.6K	﹤0.01%	1379
2023 Q1	$326K	Buy	5,037 +480	+11%	+$30.1K	﹤0.01%	1495
2022 Q4	$259K	Buy	+4,557	New	+$273K	﹤0.01%	1210
2021 Q2	–	Sell	-7,552	Closed	-$565K	–	723
2021 Q1	$565K	Buy	7,552 +352	+5%	+$25.6K	0.01%	427
2020 Q4	$508K	Hold	7,200	–	–	0.02%	409
2020 Q3	$450K	Hold	7,200	–	–	0.02%	335
2020 Q2	$394K	Hold	7,200	–	–	0.02%	311
2020 Q1	$319K	Hold	7,200	–	–	0.02%	332
2019 Q4	$411K	Hold	7,200	–	–	0.02%	373
2019 Q3	$391K	Hold	7,200	–	–	0.02%	353
2019 Q2	$392K	Hold	7,200	–	–	0.02%	353
2019 Q1	$368K	Hold	7,200	–	–	0.02%	377
2018 Q4	$326K	Hold	7,200	–	–	0.02%	385
2018 Q3	$381K	Hold	7,200	–	–	0.03%	377
2018 Q2	$349K	Hold	7,200	–	–	0.03%	394
2018 Q1	$328K	Hold	7,200	–	–	0.03%	413
2017 Q4	$323K	Hold	7,200	–	–	0.02%	426
2017 Q3	$295K	Buy	+7,200	New	+$295K	0.02%	444
2017 Q2	–	Sell	-7,200	Closed	-$290K	–	401
2017 Q1	$290K	Buy	+7,200	New	+$283K	0.02%	341

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

Cerity Partners's IYC Position: Q2 2026 in Review

Cerity Partners increased its iShares US Consumer Discretionary ETF (IYC) stake by 25% in Q2 2026, buying an estimated $62.7K and bringing the position to 3,130 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #2755.

Cerity Partners first reported a position in IYC in Q1 2017 and has held it in 22 quarters since. The position peaked at $565K in Q1 2021. 241 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Cerity Partners held 3,130 shares of iShares US Consumer Discretionary ETF worth $317K as of Q2 2026.
Cerity Partners bought 619 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $62.7K.
iShares US Consumer Discretionary ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2755 holding.
Cerity Partners first reported a position in iShares US Consumer Discretionary ETF in Q1 2017 and has held it in 22 quarters since.
Cerity Partners's iShares US Consumer Discretionary ETF position peaked at $565K in Q1 2021.
241 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

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