Ritter Daniher Financial Advisory’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Ritter Daniher Financial Advisory’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	$19.2K	Hold	190	–	–	﹤0.01%	371
2026 Q1	$18.4K	Hold	190	–	–	﹤0.01%	370
2025 Q4	$19.6K	Hold	190	–	–	﹤0.01%	367
2025 Q3	$19.9K	Hold	190	–	–	﹤0.01%	283
2025 Q2	$18.9K	Hold	190	–	–	﹤0.01%	232
2025 Q1	$16.8K	Hold	190	–	–	﹤0.01%	226
2024 Q4	$18.3K	Hold	190	–	–	0.01%	216
2024 Q3	$16.7K	Hold	190	–	–	﹤0.01%	215
2024 Q2	$15.4K	Hold	190	–	–	﹤0.01%	210
2024 Q1	$15.6K	Hold	190	–	–	0.01%	204
2023 Q4	$14.4K	Hold	190	–	–	0.01%	211
2023 Q3	$12.7K	Hold	190	–	–	0.01%	217
2023 Q2	$13.5K	Hold	190	–	–	0.01%	200
2023 Q1	$12.3K	Hold	190	–	–	0.01%	196
2022 Q4	$10.8K	Hold	190	–	–	0.01%	203
2022 Q3	$11K	Hold	190	–	–	0.01%	169
2022 Q2	$11K	Buy	+190	New	+$12.3K	0.01%	164

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

Ritter Daniher Financial Advisory's IYC Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its iShares US Consumer Discretionary ETF (IYC) position steady in Q2 2026 at 190 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Ritter Daniher Financial Advisory first reported a position in IYC in Q2 2022 and has held it in 17 quarters since. The position peaked at $19.9K in Q3 2025. 241 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Ritter Daniher Financial Advisory held 190 shares of iShares US Consumer Discretionary ETF worth $19.2K as of Q2 2026.
Ritter Daniher Financial Advisory left its iShares US Consumer Discretionary ETF share count unchanged in Q2 2026.
iShares US Consumer Discretionary ETF made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #371 holding.
Ritter Daniher Financial Advisory first reported a position in iShares US Consumer Discretionary ETF in Q2 2022 and has held it in 17 quarters since.
Ritter Daniher Financial Advisory's iShares US Consumer Discretionary ETF position peaked at $19.9K in Q3 2025.
241 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.