Financial Gravity Asset Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Financial Gravity Asset Management’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	$6.59K	Hold	68	–	–	﹤0.01%	630
2025 Q4	$7.01K	Hold	68	–	–	﹤0.01%	529
2025 Q3	$7.13K	Buy	+68	New	+$6.97K	﹤0.01%	624
2025 Q1	$18K	Buy	+204	New	+$19.5K	﹤0.01%	494
2024 Q2	$23.4K	Sell	288 -188	-39%	-$14.9K	0.01%	366
2024 Q1	$36.1K	Hold	476	–	–	0.01%	298
2023 Q4	$36.1K	Buy	+476	New	+$33.2K	0.01%	299
2019 Q4	–	Sell	-1,060	Closed	-$58K	–	1556
2019 Q3	$58K	Sell	1,060 -2,516	-70%	-$138K	0.05%	268
2019 Q2	$195K	Sell	3,576 -1,288	-26%	-$68.5K	0.16%	147
2019 Q1	$251K	Buy	+4,864	New	+$239K	0.2%	105

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Financial Gravity Asset Management's IYC Position: Q1 2026 in Review

Financial Gravity Asset Management held its iShares US Consumer Discretionary ETF (IYC) position steady in Q1 2026 at 68 shares worth $6.59K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

Financial Gravity Asset Management first reported a position in IYC in Q1 2019 and has held it in 10 quarters since. The position peaked at $251K in Q1 2019. 252 funds tracked by Wall St. Rank hold IYC as of Q1 2026.

Financial Gravity Asset Management held 68 shares of iShares US Consumer Discretionary ETF worth $6.59K as of Q1 2026.
Financial Gravity Asset Management left its iShares US Consumer Discretionary ETF share count unchanged in Q1 2026.
iShares US Consumer Discretionary ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #630 holding.
Financial Gravity Asset Management first reported a position in iShares US Consumer Discretionary ETF in Q1 2019 and has held it in 10 quarters since.
Financial Gravity Asset Management's iShares US Consumer Discretionary ETF position peaked at $251K in Q1 2019.
252 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.