IFG Advisory’s iShares US Consumer Discretionary ETF IYC Stock Holding History

IFG Advisory’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	$67.1K	Buy	+664	New	+$67.3K	﹤0.01%	1227
2018 Q4	–	Sell	-7,620	Closed	-$403K	–	348
2018 Q3	$403K	Hold	7,620	–	–	0.08%	243
2018 Q2	$369K	Buy	7,620 +560	+8%	+$26.4K	0.08%	237
2018 Q1	$321K	Buy	7,060 +2,032	+40%	+$95.6K	0.07%	257
2017 Q4	$225K	Buy	+5,028	New	+$214K	0.05%	296

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

IFG Advisory's IYC Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares US Consumer Discretionary ETF (IYC) in Q2 2026: 664 shares worth $67.1K. The stake represents ﹤0.01% of the portfolio and ranks #1227 among its holdings. This is a return to the name: IFG Advisory previously reported a position in IYC as recently as Q3 2018.

IFG Advisory first reported a position in IYC in Q4 2017 and has held it in 5 quarters since. The position peaked at $403K in Q3 2018. 243 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

IFG Advisory held 664 shares of iShares US Consumer Discretionary ETF worth $67.1K as of Q2 2026.
iShares US Consumer Discretionary ETF was a new IFG Advisory position in Q2 2026.
iShares US Consumer Discretionary ETF made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1227 holding.
IFG Advisory first reported a position in iShares US Consumer Discretionary ETF in Q4 2017 and has held it in 5 quarters since.
IFG Advisory's iShares US Consumer Discretionary ETF position peaked at $403K in Q3 2018.
243 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.