S&A Financial Services’s iShares US Consumer Discretionary ETF IYC Stock Holding History

S&A Financial Services’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	$3.1M	Sell	30,645 -4,883	-14%	-$495K	1.89%	17
2026 Q1	$3.44M	Buy	+35,528	New	+$3.62M	2.37%	13

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

S&A Financial Services's IYC Position: Q2 2026 in Review

S&A Financial Services reduced its iShares US Consumer Discretionary ETF (IYC) stake by 14% in Q2 2026, selling an estimated $495K and leaving 30,645 shares worth $3.1M. The position accounts for 1.89% of the portfolio, ranked #17.

S&A Financial Services first reported a position in IYC in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.44M in Q1 2026. 240 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

S&A Financial Services held 30,645 shares of iShares US Consumer Discretionary ETF worth $3.1M as of Q2 2026.
S&A Financial Services sold 4,883 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $495K.
iShares US Consumer Discretionary ETF made up 1.89% of S&A Financial Services's portfolio in Q2 2026, its #17 holding.
S&A Financial Services first reported a position in iShares US Consumer Discretionary ETF in Q1 2026 and has held it in 2 quarters since.
S&A Financial Services's iShares US Consumer Discretionary ETF position peaked at $3.44M in Q1 2026.
240 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on S&A Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.