LF
IYC icon

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

LifeSteps Financial’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 		$12.6K Buy
+125
New +$12.7K 0.01% 373

Other funds holding IYC

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BT
Banque Transatlantique Paris, France $4.66B AUM 33.26% 1-Year Est. Return
SCA
Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return
SAFS
S&A Financial Services Overland Park, Kansas $164M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SCA
Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return

LifeSteps Financial's IYC Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares US Consumer Discretionary ETF (IYC) in Q2 2026: 125 shares worth $12.6K. The stake represents 0.01% of the portfolio and ranks #373 among its holdings.

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

  • LifeSteps Financial held 125 shares of iShares US Consumer Discretionary ETF worth $12.6K as of Q2 2026.
  • iShares US Consumer Discretionary ETF was a new LifeSteps Financial position in Q2 2026.
  • iShares US Consumer Discretionary ETF made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #373 holding.
  • 85 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.