Sageworth Trust’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Sageworth Trust’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	$265K	Hold	2,619	–	–	0.01%	119
2026 Q1	$254K	Hold	2,619	–	–	0.01%	151
2025 Q4	$270K	Hold	2,619	–	–	0.01%	114
2025 Q3	$274K	Buy	+2,619	New	+$268K	0.01%	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

Sageworth Trust's IYC Position: Q2 2026 in Review

Sageworth Trust held its iShares US Consumer Discretionary ETF (IYC) position steady in Q2 2026 at 2,619 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #119.

Sageworth Trust first reported a position in IYC in Q3 2025 and has held it in 4 quarters since. The position peaked at $274K in Q3 2025. 244 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Sageworth Trust held 2,619 shares of iShares US Consumer Discretionary ETF worth $265K as of Q2 2026.
Sageworth Trust left its iShares US Consumer Discretionary ETF share count unchanged in Q2 2026.
iShares US Consumer Discretionary ETF made up 0.01% of Sageworth Trust's portfolio in Q2 2026, its #119 holding.
Sageworth Trust first reported a position in iShares US Consumer Discretionary ETF in Q3 2025 and has held it in 4 quarters since.
Sageworth Trust's iShares US Consumer Discretionary ETF position peaked at $274K in Q3 2025.
244 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Sageworth Trust's 13F filing for Q2 2026, filed 28 Jul 2026.