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

Private Trust Company’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	$41.4K	Hold	409	–	–	﹤0.01%	1468
2026 Q1	$39.6K	Buy	409 +57	+16%	+$5.81K	﹤0.01%	1402
2025 Q4	$36.3K	Hold	352	–	–	﹤0.01%	1400
2025 Q3	$36.9K	Hold	352	–	–	﹤0.01%	1389
2025 Q2	$35.1K	Hold	352	–	–	﹤0.01%	1352
2025 Q1	$31.1K	Sell	352 -82	-19%	-$7.83K	﹤0.01%	1379
2024 Q4	$41.7K	Buy	434 +104	+32%	+$9.71K	﹤0.01%	1234
2024 Q3	$29K	Hold	330	–	–	﹤0.01%	1331
2024 Q2	$26.8K	Buy	+330	New	+$26.2K	﹤0.01%	1345

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

Private Trust Company's IYC Position: Q2 2026 in Review

Private Trust Company held its iShares US Consumer Discretionary ETF (IYC) position steady in Q2 2026 at 409 shares worth $41.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1468.

Private Trust Company first reported a position in IYC in Q2 2024 and has held it in 9 quarters since. The position peaked at $41.7K in Q4 2024. 244 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Private Trust Company held 409 shares of iShares US Consumer Discretionary ETF worth $41.4K as of Q2 2026.
Private Trust Company left its iShares US Consumer Discretionary ETF share count unchanged in Q2 2026.
iShares US Consumer Discretionary ETF made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1468 holding.
Private Trust Company first reported a position in iShares US Consumer Discretionary ETF in Q2 2024 and has held it in 9 quarters since.
Private Trust Company's iShares US Consumer Discretionary ETF position peaked at $41.7K in Q4 2024.
244 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.