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

Financial Perspectives’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	$76.8K	Hold	760	–	–	0.02%	274
2026 Q1	$73.7K	Hold	760	–	–	0.02%	265
2025 Q4	$78.4K	Hold	760	–	–	0.02%	257
2025 Q3	$79.6K	Hold	760	–	–	0.02%	259
2025 Q2	$75.7K	Hold	760	–	–	0.02%	260
2025 Q1	$67.1K	Hold	760	–	–	0.02%	257
2024 Q4	$73.1K	Hold	760	–	–	0.02%	257
2024 Q3	$66.8K	Hold	760	–	–	0.02%	257
2024 Q2	$61.8K	Hold	760	–	–	0.02%	254
2024 Q1	$62.3K	Hold	760	–	–	0.02%	254
2023 Q4	$57.6K	Hold	760	–	–	0.02%	257
2023 Q3	$50.9K	Hold	760	–	–	0.02%	255
2023 Q2	$54.1K	Hold	760	–	–	0.02%	249
2023 Q1	$49.2K	Hold	760	–	–	0.02%	259
2022 Q4	$43.3K	Hold	760	–	–	0.02%	266
2022 Q3	$44.2K	Hold	760	–	–	0.02%	247
2022 Q2	$43.1K	Hold	760	–	–	0.02%	249
2022 Q1	$57K	Hold	760	–	–	0.03%	242
2021 Q4	$63.8K	Hold	760	–	–	0.03%	222
2021 Q3	$58.8K	Hold	760	–	–	0.03%	222
2021 Q2	$59K	Hold	760	–	–	0.03%	238
2021 Q1	$56.9K	Hold	760	–	–	0.03%	231
2020 Q4	$53.6K	Hold	760	–	–	0.03%	221
2020 Q3	$47.5K	Hold	760	–	–	0.03%	201
2020 Q2	$41.6K	Buy	760 +600	+375%	+$31K	0.03%	203
2020 Q1	$7.09K	Hold	160	–	–	0.01%	356
2019 Q4	$9.13K	Buy	+160	New	+$8.88K	0.01%	340

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 Perspectives's IYC Position: Q2 2026 in Review

Financial Perspectives held its iShares US Consumer Discretionary ETF (IYC) position steady in Q2 2026 at 760 shares worth $76.8K. The position accounts for 0.02% of the portfolio, ranked #274.

Financial Perspectives first reported a position in IYC in Q4 2019 and has held it in 27 quarters since. The position peaked at $79.6K in Q3 2025. 242 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Financial Perspectives held 760 shares of iShares US Consumer Discretionary ETF worth $76.8K as of Q2 2026.
Financial Perspectives left its iShares US Consumer Discretionary ETF share count unchanged in Q2 2026.
iShares US Consumer Discretionary ETF made up 0.02% of Financial Perspectives's portfolio in Q2 2026, its #274 holding.
Financial Perspectives first reported a position in iShares US Consumer Discretionary ETF in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's iShares US Consumer Discretionary ETF position peaked at $79.6K in Q3 2025.
242 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.