Jones Financial Companies’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Jones Financial Companies’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	$3.14M	Buy	31,297 +4,105	+15%	+$416K	﹤0.01%	1393
2026 Q1	$2.56M	Buy	27,192 +6,271	+30%	+$640K	﹤0.01%	1323
2025 Q4	$2.16M	Buy	20,921 +1,663	+9%	+$171K	﹤0.01%	912
2025 Q3	$2.02M	Buy	19,258 +4,309	+29%	+$442K	﹤0.01%	846
2025 Q2	$1.49M	Buy	14,949 +3,026	+25%	+$280K	﹤0.01%	845
2025 Q1	$1.05M	Buy	11,923 +4,813	+68%	+$459K	﹤0.01%	839
2024 Q4	$684K	Buy	7,110 +3,510	+98%	+$328K	﹤0.01%	867
2024 Q3	$317K	Buy	3,600 +2,231	+163%	+$185K	﹤0.01%	982
2024 Q2	$111K	Buy	1,369 +1,192	+673%	+$94.8K	﹤0.01%	1016
2024 Q1	$14.5K	Buy	+177	New	+$13.8K	﹤0.01%	983

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

Jones Financial Companies's IYC Position: Q2 2026 in Review

Jones Financial Companies increased its iShares US Consumer Discretionary ETF (IYC) stake by 15% in Q2 2026, buying an estimated $416K and bringing the position to 31,297 shares worth $3.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

Jones Financial Companies first reported a position in IYC in Q1 2024 and has held it in 10 quarters since. 244 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Jones Financial Companies held 31,297 shares of iShares US Consumer Discretionary ETF worth $3.14M as of Q2 2026.
Jones Financial Companies bought 4,105 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $416K.
iShares US Consumer Discretionary ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1393 holding.
Jones Financial Companies first reported a position in iShares US Consumer Discretionary ETF in Q1 2024 and has held it in 10 quarters since.
244 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.