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
2026 Q2	$6.88K	Buy	+68	New	+$6.89K	﹤0.01%	640
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 $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 Gravity Companies's IYC Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in iShares US Consumer Discretionary ETF (IYC) in Q2 2026: 68 shares worth $6.88K. The stake represents ﹤0.01% of the portfolio and ranks #640 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IYC as recently as Q2 2025.

Financial Gravity Companies first reported a position in IYC in Q4 2018 and has held it in 5 quarters since. The position peaked at $574K in Q4 2018. 244 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Financial Gravity Companies held 68 shares of iShares US Consumer Discretionary ETF worth $6.88K as of Q2 2026.
iShares US Consumer Discretionary ETF was a new Financial Gravity Companies position in Q2 2026.
iShares US Consumer Discretionary ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #640 holding.
Financial Gravity Companies first reported a position in iShares US Consumer Discretionary ETF in Q4 2018 and has held it in 5 quarters since.
Financial Gravity Companies's iShares US Consumer Discretionary ETF position peaked at $574K in Q4 2018.
244 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.