Newbridge Financial Services Group’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Newbridge Financial Services Group’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	$15.7K	Hold	155	–	–	﹤0.01%	762
2026 Q1	$15K	Hold	155	–	–	﹤0.01%	706
2025 Q4	$16K	Hold	155	–	–	﹤0.01%	694
2025 Q3	$16.2K	Hold	155	–	–	﹤0.01%	794
2025 Q2	$15.4K	Buy	+155	New	+$14.4K	﹤0.01%	783
2023 Q3	–	Sell	-208	Closed	-$14.8K	–	1359
2023 Q2	$14.8K	Hold	208	–	–	0.01%	788
2023 Q1	$13.5K	Hold	208	–	–	0.01%	845
2022 Q4	$11.8K	Hold	208	–	–	0.01%	876
2022 Q3	$12K	Hold	208	–	–	0.01%	837
2022 Q2	$12K	Hold	208	–	–	0.01%	813
2022 Q1	$16K	Sell	208 -40	-16%	-$3.01K	0.01%	786
2021 Q4	$21K	Hold	248	–	–	0.01%	708
2021 Q3	$19K	Hold	248	–	–	0.01%	678
2021 Q2	$19K	Hold	248	–	–	0.01%	794
2021 Q1	$19K	Hold	248	–	–	0.01%	707
2020 Q4	$17K	Sell	248 -4	-2%	-$266	0.01%	586
2020 Q3	$16K	Buy	+252	New	+$15.2K	0.02%	558

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

Newbridge Financial Services Group's IYC Position: Q2 2026 in Review

Newbridge Financial Services Group held its iShares US Consumer Discretionary ETF (IYC) position steady in Q2 2026 at 155 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #762.

Newbridge Financial Services Group first reported a position in IYC in Q3 2020 and has held it in 17 quarters since. The position peaked at $21K in Q4 2021. 242 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Newbridge Financial Services Group held 155 shares of iShares US Consumer Discretionary ETF worth $15.7K as of Q2 2026.
Newbridge Financial Services Group left its iShares US Consumer Discretionary ETF share count unchanged in Q2 2026.
iShares US Consumer Discretionary ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #762 holding.
Newbridge Financial Services Group first reported a position in iShares US Consumer Discretionary ETF in Q3 2020 and has held it in 17 quarters since.
Newbridge Financial Services Group's iShares US Consumer Discretionary ETF position peaked at $21K in Q4 2021.
242 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.