Golden State Wealth Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Golden State Wealth Management’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	$14.5K	Hold	143	–	–	﹤0.01%	1026
2026 Q1	$13.9K	Hold	143	–	–	﹤0.01%	1007
2025 Q4	$14.7K	Hold	143	–	–	﹤0.01%	998
2025 Q3	$15K	Hold	143	–	–	﹤0.01%	992
2025 Q2	$14.2K	Hold	143	–	–	﹤0.01%	970
2025 Q1	$12.6K	Hold	143	–	–	﹤0.01%	928
2024 Q4	$13.7K	Buy	+143	New	+$13.3K	﹤0.01%	866

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

Golden State Wealth Management's IYC Position: Q2 2026 in Review

Golden State Wealth Management held its iShares US Consumer Discretionary ETF (IYC) position steady in Q2 2026 at 143 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1026.

Golden State Wealth Management first reported a position in IYC in Q4 2024 and has held it in 7 quarters since. The position peaked at $15K in Q3 2025. 241 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Golden State Wealth Management held 143 shares of iShares US Consumer Discretionary ETF worth $14.5K as of Q2 2026.
Golden State Wealth Management left its iShares US Consumer Discretionary ETF share count unchanged in Q2 2026.
iShares US Consumer Discretionary ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1026 holding.
Golden State Wealth Management first reported a position in iShares US Consumer Discretionary ETF in Q4 2024 and has held it in 7 quarters since.
Golden State Wealth Management's iShares US Consumer Discretionary ETF position peaked at $15K in Q3 2025.
241 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.