Retirement Planning Group (Kansas)’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Retirement Planning Group (Kansas)’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	$454K	Buy	4,489 +1,783	+66%	+$181K	0.01%	347
2026 Q1	$262K	Buy	+2,706	New	+$276K	0.01%	424
2024 Q3	–	Sell	-11,291	Closed	-$918K	–	277
2024 Q2	$918K	Buy	11,291 +411	+4%	+$32.7K	0.06%	108
2024 Q1	$892K	Hold	10,880	–	–	0.07%	111
2023 Q4	$824K	Sell	10,880 -109	-1%	-$7.6K	0.07%	92
2023 Q3	$736K	Buy	10,989 +109	+1%	+$7.7K	0.08%	73
2023 Q2	$774K	Sell	10,880 -110	-1%	-$7.22K	0.08%	77
2023 Q1	$711K	Hold	10,990	–	–	0.08%	69
2022 Q4	$626K	Buy	+10,990	New	+$657K	0.07%	75

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

Retirement Planning Group (Kansas)'s IYC Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its iShares US Consumer Discretionary ETF (IYC) stake by 66% in Q2 2026, buying an estimated $181K and bringing the position to 4,489 shares worth $454K. The position accounts for 0.01% of the portfolio, ranked #347.

Retirement Planning Group (Kansas) first reported a position in IYC in Q4 2022 and has held it in 9 quarters since. The position peaked at $918K in Q2 2024. 241 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Retirement Planning Group (Kansas) held 4,489 shares of iShares US Consumer Discretionary ETF worth $454K as of Q2 2026.
Retirement Planning Group (Kansas) bought 1,783 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $181K.
iShares US Consumer Discretionary ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #347 holding.
Retirement Planning Group (Kansas) first reported a position in iShares US Consumer Discretionary ETF in Q4 2022 and has held it in 9 quarters since.
Retirement Planning Group (Kansas)'s iShares US Consumer Discretionary ETF position peaked at $918K in Q2 2024.
241 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.