Chicago Partners Investment Group’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Chicago Partners Investment Group’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 Q1	$311K	Hold	3,001	–	–	0.01%	1121
2025 Q4	$318K	Hold	3,001	–	–	0.01%	998
2025 Q3	$312K	Hold	3,001	–	–	0.01%	923
2025 Q2	$306K	Buy	3,001 +4	+0.1%	+$371	0.01%	825
2025 Q1	$275K	Buy	2,997 +5	+0.2%	+$477	0.01%	724
2024 Q4	$288K	Buy	2,992 +3	+0.1%	+$280	0.01%	676
2024 Q3	$259K	Buy	2,989 +4	+0.1%	+$331	0.01%	666
2024 Q2	$243K	Buy	2,985 +4	+0.1%	+$318	0.01%	654
2024 Q1	$231K	Sell	2,981 -4	-0.1%	-$312	0.01%	651
2023 Q4	$223K	Buy	+2,985	New	+$208K	0.01%	620
2023 Q3	–	Sell	-2,990	Closed	-$213K	–	684
2023 Q2	$213K	Buy	+2,990	New	+$196K	0.01%	623

Other funds holding IYC

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return