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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
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 $14.7B AUM 47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sageworth Trust's IYC Position: Q1 2026 in Review

Sageworth Trust held its iShares US Consumer Discretionary ETF (IYC) position steady in Q1 2026 at 2,619 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #151.

Sageworth Trust first reported a position in IYC in Q3 2025 and has held it in 3 quarters since. The position peaked at $274K in Q3 2025. 251 funds tracked by Wall St. Rank hold IYC as of Q1 2026.

  • Sageworth Trust held 2,619 shares of iShares US Consumer Discretionary ETF worth $254K as of Q1 2026.
  • Sageworth Trust left its iShares US Consumer Discretionary ETF share count unchanged in Q1 2026.
  • iShares US Consumer Discretionary ETF made up 0.01% of Sageworth Trust's portfolio in Q1 2026, its #151 holding.
  • Sageworth Trust first reported a position in iShares US Consumer Discretionary ETF in Q3 2025 and has held it in 3 quarters since.
  • Sageworth Trust's iShares US Consumer Discretionary ETF position peaked at $274K in Q3 2025.
  • 251 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2026.

Based on Sageworth Trust's 13F filing for Q1 2026, filed 29 Apr 2026.