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

Financial Gravity Companies’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
2025
Q2 		$6.78K Buy
+68
New +$6.3K ﹤0.01% 646
2024
Q4 		$19.6K Hold
204
– – ﹤0.01% 449
2024
Q3 		$17.9K Buy
+204
New +$16.9K ﹤0.01% 283
2018
Q4 		$574K Buy
+11,796
New +$574K 0.52% 29

Other funds holding IYC

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

Financial Gravity Companies's IYC Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares US Consumer Discretionary ETF (IYC) in Q2 2025: 68 shares worth $6.78K. The stake represents ﹤0.01% of the portfolio and ranks #646 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IYC as recently as Q4 2024.

Financial Gravity Companies first reported a position in IYC in Q4 2018 and has held it in 4 quarters since. The position peaked at $574K in Q4 2018. 256 funds tracked by Wall St. Rank hold IYC as of Q2 2025.

  • Financial Gravity Companies held 68 shares of iShares US Consumer Discretionary ETF worth $6.78K as of Q2 2025.
  • iShares US Consumer Discretionary ETF was a new Financial Gravity Companies position in Q2 2025.
  • iShares US Consumer Discretionary ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #646 holding.
  • Financial Gravity Companies first reported a position in iShares US Consumer Discretionary ETF in Q4 2018 and has held it in 4 quarters since.
  • Financial Gravity Companies's iShares US Consumer Discretionary ETF position peaked at $574K in Q4 2018.
  • 256 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.