Private Wealth Asset Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Private Wealth Asset Management’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	$243K	Hold	2,400	–	–	0.02%	245
2026 Q1	$233K	Hold	2,400	–	–	0.02%	246
2025 Q4	$248K	Hold	2,400	–	–	0.03%	241
2025 Q3	$252K	Hold	2,400	–	–	0.03%	218
2025 Q2	$239K	Hold	2,400	–	–	0.03%	217
2025 Q1	$212K	Buy	+2,400	New	+$229K	0.03%	221

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 Wealth Asset Management's IYC Position: Q2 2026 in Review

Private Wealth Asset Management held its iShares US Consumer Discretionary ETF (IYC) position steady in Q2 2026 at 2,400 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #245.

Private Wealth Asset Management first reported a position in IYC in Q1 2025 and has held it in 6 quarters since. The position peaked at $252K in Q3 2025. 241 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Private Wealth Asset Management held 2,400 shares of iShares US Consumer Discretionary ETF worth $243K as of Q2 2026.
Private Wealth Asset Management left its iShares US Consumer Discretionary ETF share count unchanged in Q2 2026.
iShares US Consumer Discretionary ETF made up 0.02% of Private Wealth Asset Management's portfolio in Q2 2026, its #245 holding.
Private Wealth Asset Management first reported a position in iShares US Consumer Discretionary ETF in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's iShares US Consumer Discretionary ETF position peaked at $252K in Q3 2025.
241 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.