Mount Yale Investment Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Mount Yale Investment Advisors’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 Q1	$329K	Buy	+3,398	New	+$347K	0.01%	855

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 $6.4B AUM 18.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mount Yale Investment Advisors's IYC Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in iShares US Consumer Discretionary ETF (IYC) in Q1 2026: 3,398 shares worth $329K. The stake represents 0.01% of the portfolio and ranks #855 among its holdings.

252 funds tracked by Wall St. Rank hold IYC as of Q1 2026.

Mount Yale Investment Advisors held 3,398 shares of iShares US Consumer Discretionary ETF worth $329K as of Q1 2026.
iShares US Consumer Discretionary ETF was a new Mount Yale Investment Advisors position in Q1 2026.
iShares US Consumer Discretionary ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #855 holding.
252 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.