Midwest Trust’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Midwest Trust’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	$269K	Hold	2,660	–	–	﹤0.01%	550
2026 Q1	$258K	Sell	2,660 -50	-2%	-$5.1K	﹤0.01%	538
2025 Q4	$279K	Hold	2,710	–	–	﹤0.01%	525
2025 Q3	$284K	Sell	2,710 -850	-24%	-$87.1K	﹤0.01%	519
2025 Q2	$355K	Buy	+3,560	New	+$330K	﹤0.01%	486

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

Midwest Trust's IYC Position: Q2 2026 in Review

Midwest Trust held its iShares US Consumer Discretionary ETF (IYC) position steady in Q2 2026 at 2,660 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Midwest Trust first reported a position in IYC in Q2 2025 and has held it in 5 quarters since. The position peaked at $355K in Q2 2025. 242 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Midwest Trust held 2,660 shares of iShares US Consumer Discretionary ETF worth $269K as of Q2 2026.
Midwest Trust left its iShares US Consumer Discretionary ETF share count unchanged in Q2 2026.
iShares US Consumer Discretionary ETF made up ﹤0.01% of Midwest Trust's portfolio in Q2 2026, its #550 holding.
Midwest Trust first reported a position in iShares US Consumer Discretionary ETF in Q2 2025 and has held it in 5 quarters since.
Midwest Trust's iShares US Consumer Discretionary ETF position peaked at $355K in Q2 2025.
242 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.