Financial Engines Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Financial Engines Advisors’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	$332K	Sell	3,288 -51	-2%	-$5.17K	﹤0.01%	483
2026 Q1	$324K	Buy	3,339 +174	+5%	+$17.7K	﹤0.01%	454
2025 Q4	$326K	Hold	3,165	–	–	﹤0.01%	452
2025 Q3	$332K	Sell	3,165 -166	-5%	-$17K	﹤0.01%	451
2025 Q2	$332K	Buy	+3,331	New	+$309K	﹤0.01%	430

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

Financial Engines Advisors's IYC Position: Q2 2026 in Review

Financial Engines Advisors reduced its iShares US Consumer Discretionary ETF (IYC) stake by 1.5% in Q2 2026, selling an estimated $5.17K and leaving 3,288 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Financial Engines Advisors first reported a position in IYC in Q2 2025 and has held it in 5 quarters since. 241 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Financial Engines Advisors held 3,288 shares of iShares US Consumer Discretionary ETF worth $332K as of Q2 2026.
Financial Engines Advisors sold 51 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $5.17K.
iShares US Consumer Discretionary ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #483 holding.
Financial Engines Advisors first reported a position in iShares US Consumer Discretionary ETF in Q2 2025 and has held it in 5 quarters since.
241 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.