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

HB 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	$232K	Buy	+2,296	New	+$233K	﹤0.01%	1520

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

HB Wealth Management's IYC Position: Q2 2026 in Review

HB Wealth Management opened a new position in iShares US Consumer Discretionary ETF (IYC) in Q2 2026: 2,296 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #1520 among its holdings.

241 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

HB Wealth Management held 2,296 shares of iShares US Consumer Discretionary ETF worth $232K as of Q2 2026.
iShares US Consumer Discretionary ETF was a new HB Wealth Management position in Q2 2026.
iShares US Consumer Discretionary ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1520 holding.
241 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.