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 Q2	$208K	Buy	+2,056	New	+$208K	0.02%	158
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 $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

Harbour Trust & Investment Management's IYC Position: Q2 2026 in Review

Harbour Trust & Investment Management opened a new position in iShares US Consumer Discretionary ETF (IYC) in Q2 2026: 2,056 shares worth $208K. The stake represents 0.02% of the portfolio and ranks #158 among its holdings. This is a return to the name: Harbour Trust & Investment Management previously reported a position in IYC as recently as Q4 2025.

Harbour Trust & Investment Management first reported a position in IYC in Q4 2024 and has held it in 5 quarters since. The position peaked at $215K in Q3 2025. 244 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Harbour Trust & Investment Management held 2,056 shares of iShares US Consumer Discretionary ETF worth $208K as of Q2 2026.
iShares US Consumer Discretionary ETF was a new Harbour Trust & Investment Management position in Q2 2026.
iShares US Consumer Discretionary ETF made up 0.02% of Harbour Trust & Investment Management's portfolio in Q2 2026, its #158 holding.
Harbour Trust & Investment Management first reported a position in iShares US Consumer Discretionary ETF in Q4 2024 and has held it in 5 quarters since.
Harbour Trust & Investment Management's iShares US Consumer Discretionary ETF position peaked at $215K in Q3 2025.
244 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Harbour Trust & Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.