Global Retirement Partners’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Global Retirement Partners’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	$71.2K	Buy	+704	New	+$71.3K	﹤0.01%	2295
2025 Q4	$281K	Buy	2,725 +12	+0.4%	+$1.23K	0.01%	1273
2025 Q3	$284K	Buy	2,713 +3	+0.1%	+$307	0.01%	999
2025 Q2	$270K	Buy	+2,710	New	+$251K	0.01%	949
2024 Q4	$67.7K	Buy	704 +600	+577%	+$56K	﹤0.01%	1464
2024 Q3	$9.15K	Hold	104	–	–	﹤0.01%	2327
2024 Q2	$8.45K	Hold	104	–	–	﹤0.01%	2395
2024 Q1	$8.53K	Hold	104	–	–	﹤0.01%	2190
2023 Q4	$7.74K	Hold	104	–	–	﹤0.01%	2166
2023 Q3	$6.91K	Hold	104	–	–	﹤0.01%	2091
2023 Q2	$7.4K	Hold	104	–	–	﹤0.01%	2070
2023 Q1	$6.6K	Sell	104 -81	-44%	-$5.08K	﹤0.01%	2077
2022 Q4	$10.5K	Hold	185	–	–	﹤0.01%	1757
2022 Q3	$11K	Hold	185	–	–	﹤0.01%	1652
2022 Q2	$10K	Hold	185	–	–	﹤0.01%	1629
2022 Q1	$11K	Buy	+185	New	+$13.9K	﹤0.01%	1587
2021 Q4	–	Sell	-424	Closed	-$33K	–	1047
2021 Q3	$33K	Buy	424 +240	+130%	+$18.9K	﹤0.01%	1013
2021 Q2	$14K	Hold	184	–	–	﹤0.01%	1298
2021 Q1	$14K	Hold	184	–	–	﹤0.01%	1206
2020 Q4	$13K	Hold	184	–	–	﹤0.01%	1185
2020 Q3	$12K	Buy	184 +80	+77%	+$4.83K	﹤0.01%	1089
2020 Q2	$6K	Hold	104	–	–	﹤0.01%	1247
2020 Q1	$5K	Hold	104	–	–	﹤0.01%	1225
2019 Q4	$6K	Hold	104	–	–	﹤0.01%	1290
2019 Q3	$6K	Hold	104	–	–	﹤0.01%	1251
2019 Q2	$6K	Buy	+104	New	+$5.53K	﹤0.01%	1242
2017 Q4	–	Sell	-168	Closed	-$7K	–	1446
2017 Q3	$7K	Hold	168	–	–	﹤0.01%	934
2017 Q2	$7K	Hold	168	–	–	﹤0.01%	865
2017 Q1	$7K	Hold	168	–	–	﹤0.01%	832
2016 Q4	$6K	Buy	+168	New	+$6.25K	﹤0.01%	810

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

Global Retirement Partners's IYC Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares US Consumer Discretionary ETF (IYC) in Q2 2026: 704 shares worth $71.2K. The stake represents ﹤0.01% of the portfolio and ranks #2295 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IYC as recently as Q4 2025.

Global Retirement Partners first reported a position in IYC in Q4 2016 and has held it in 30 quarters since. The position peaked at $284K in Q3 2025. 244 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Global Retirement Partners held 704 shares of iShares US Consumer Discretionary ETF worth $71.2K as of Q2 2026.
iShares US Consumer Discretionary ETF was a new Global Retirement Partners position in Q2 2026.
iShares US Consumer Discretionary ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2295 holding.
Global Retirement Partners first reported a position in iShares US Consumer Discretionary ETF in Q4 2016 and has held it in 30 quarters since.
Global Retirement Partners's iShares US Consumer Discretionary ETF position peaked at $284K in Q3 2025.
244 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.