Rothschild Investment LLC’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Rothschild Investment LLC’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	$15.2K	Hold	150	–	–	﹤0.01%	1673
2026 Q1	$14.5K	Hold	150	–	–	﹤0.01%	1542
2025 Q4	$15.5K	Hold	150	–	–	﹤0.01%	1411
2025 Q3	$15.7K	Hold	150	–	–	﹤0.01%	1305
2025 Q2	$14.9K	Hold	150	–	–	﹤0.01%	1103
2025 Q1	$13.2K	Hold	150	–	–	﹤0.01%	1105
2024 Q4	$14.4K	Hold	150	–	–	﹤0.01%	1082
2024 Q3	$13.2K	Hold	150	–	–	﹤0.01%	1098
2024 Q2	$12.2K	Sell	150 -154	-51%	-$12.2K	﹤0.01%	1078
2024 Q1	$24.9K	Hold	304	–	–	﹤0.01%	877
2023 Q4	$23K	Buy	+304	New	+$21.2K	﹤0.01%	820

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

CCA

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return

Rothschild Investment LLC's IYC Position: Q2 2026 in Review

Rothschild Investment LLC held its iShares US Consumer Discretionary ETF (IYC) position steady in Q2 2026 at 150 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1673.

Rothschild Investment LLC first reported a position in IYC in Q4 2023 and has held it in 11 quarters since. The position peaked at $24.9K in Q1 2024. 212 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Rothschild Investment LLC held 150 shares of iShares US Consumer Discretionary ETF worth $15.2K as of Q2 2026.
Rothschild Investment LLC left its iShares US Consumer Discretionary ETF share count unchanged in Q2 2026.
iShares US Consumer Discretionary ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1673 holding.
Rothschild Investment LLC first reported a position in iShares US Consumer Discretionary ETF in Q4 2023 and has held it in 11 quarters since.
Rothschild Investment LLC's iShares US Consumer Discretionary ETF position peaked at $24.9K in Q1 2024.
212 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.