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Commonwealth Retirement Investments’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Commonwealth Retirement Investments’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 		$21.5K Buy
+213
New +$21.6K 0.01% 244
2026
Q1 		– Sell
-218
Closed -$22.5K – 282
2025
Q4 		$22.5K Buy
+218
New +$22.4K 0.01% 239

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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Commonwealth Retirement Investments's IYC Position: Q2 2026 in Review

Commonwealth Retirement Investments opened a new position in iShares US Consumer Discretionary ETF (IYC) in Q2 2026: 213 shares worth $21.5K. The stake represents 0.01% of the portfolio and ranks #244 among its holdings. This is a return to the name: Commonwealth Retirement Investments previously reported a position in IYC as recently as Q4 2025.

Commonwealth Retirement Investments first reported a position in IYC in Q4 2025 and has held it in 2 quarters since. The position peaked at $22.5K in Q4 2025. 244 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

  • Commonwealth Retirement Investments held 213 shares of iShares US Consumer Discretionary ETF worth $21.5K as of Q2 2026.
  • iShares US Consumer Discretionary ETF was a new Commonwealth Retirement Investments position in Q2 2026.
  • iShares US Consumer Discretionary ETF made up 0.01% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #244 holding.
  • Commonwealth Retirement Investments first reported a position in iShares US Consumer Discretionary ETF in Q4 2025 and has held it in 2 quarters since.
  • Commonwealth Retirement Investments's iShares US Consumer Discretionary ETF position peaked at $22.5K in Q4 2025.
  • 244 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.