BFC Planning, Inc.’s iShares US Consumer Discretionary ETF IYC Stock Holding History

BFC Planning, Inc.’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	–	Sell	-10	Closed	-$974	–	3464
2026 Q1	$974	Hold	10	–	–	﹤0.01%	2747
2025 Q4	$1.04K	Hold	10	–	–	﹤0.01%	2783
2025 Q3	$1.05K	Hold	10	–	–	﹤0.01%	2615
2025 Q2	$998	Buy	+10	New	+$927	﹤0.01%	2451

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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 $468B AUM 17.69% 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

BFC Planning, Inc.'s IYC Position: Q2 2026 in Review

BFC Planning, Inc. sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2026, closing a stake of 10 shares — an estimated $974 sold.

BFC Planning, Inc. first reported a position in IYC in Q2 2025 and held it in 4 quarters. The position peaked at $1.05K in Q3 2025. 244 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

BFC Planning, Inc. reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2026 after selling out during the quarter.
BFC Planning, Inc. sold 10 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $974.
BFC Planning, Inc. first reported a position in iShares US Consumer Discretionary ETF in Q2 2025 and held it in 4 quarters.
BFC Planning, Inc.'s iShares US Consumer Discretionary ETF position peaked at $1.05K in Q3 2025.
244 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.