Evelyn Partners Investment Management (Europe)’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Evelyn Partners Investment Management (Europe)’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	$38.8K	Hold	400	–	–	0.01%	138
2025 Q4	$41.3K	Hold	400	–	–	0.01%	133
2025 Q3	$41.9K	Hold	400	–	–	0.01%	127
2025 Q2	$39.9K	Hold	400	–	–	0.01%	129
2025 Q1	$35.3K	Hold	400	–	–	0.01%	133
2024 Q4	$38.5K	Buy	+400	New	+$37.3K	0.01%	127

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Evelyn Partners Investment Management (Europe)'s IYC Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) held its iShares US Consumer Discretionary ETF (IYC) position steady in Q1 2026 at 400 shares worth $38.8K. The position accounts for 0.01% of the portfolio, ranked #138.

Evelyn Partners Investment Management (Europe) first reported a position in IYC in Q4 2024 and has held it in 6 quarters since. The position peaked at $41.9K in Q3 2025. 252 funds tracked by Wall St. Rank hold IYC as of Q1 2026.

Evelyn Partners Investment Management (Europe) held 400 shares of iShares US Consumer Discretionary ETF worth $38.8K as of Q1 2026.
Evelyn Partners Investment Management (Europe) left its iShares US Consumer Discretionary ETF share count unchanged in Q1 2026.
iShares US Consumer Discretionary ETF made up 0.01% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #138 holding.
Evelyn Partners Investment Management (Europe) first reported a position in iShares US Consumer Discretionary ETF in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management (Europe)'s iShares US Consumer Discretionary ETF position peaked at $41.9K in Q3 2025.
252 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.