Harbour Trust & Investment Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Harbour Trust & Investment 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 Q1	–	Sell	-2,056	Closed	-$212K	–	160
2025 Q4	$212K	Hold	2,056	–	–	0.02%	148
2025 Q3	$215K	Hold	2,056	–	–	0.02%	150
2025 Q2	$205K	Buy	+2,056	New	+$190K	0.02%	154
2025 Q1	–	Sell	-2,117	Closed	-$204K	–	157
2024 Q4	$204K	Buy	+2,117	New	+$198K	0.02%	155

Other funds holding IYC

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Harbour Trust & Investment Management's IYC Position: Q1 2026 in Review

Harbour Trust & Investment Management sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2026, closing a stake of 2,056 shares — an estimated $212K sold.

Harbour Trust & Investment Management first reported a position in IYC in Q4 2024 and held it in 4 quarters. The position peaked at $215K in Q3 2025. 251 funds tracked by Wall St. Rank hold IYC as of Q1 2026.

Harbour Trust & Investment Management reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2026 after selling out during the quarter.
Harbour Trust & Investment Management sold 2,056 iShares US Consumer Discretionary ETF shares in Q1 2026, an estimated $212K.
Harbour Trust & Investment Management first reported a position in iShares US Consumer Discretionary ETF in Q4 2024 and held it in 4 quarters.
Harbour Trust & Investment Management's iShares US Consumer Discretionary ETF position peaked at $215K in Q3 2025.
251 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2026.

Based on Harbour Trust & Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.