Sax Wealth Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Sax Wealth Advisors’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	$206K	Hold	2,124	–	–	0.01%	518
2026 Q1	$219K	Hold	2,124	–	–	0.01%	458
2025 Q4	$219K	Hold	2,124	–	–	0.01%	464
2025 Q3	$223K	Hold	2,124	–	–	0.01%	408
2025 Q2	$212K	Buy	+2,124	New	+$197K	0.01%	403
2025 Q1	–	Sell	-2,124	Closed	-$204K	–	378
2024 Q4	$204K	Buy	+2,124	New	+$198K	0.02%	315

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

Sax Wealth Advisors's IYC Position: Q2 2026 in Review

Sax Wealth Advisors held its iShares US Consumer Discretionary ETF (IYC) position steady in Q2 2026 at 2,124 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #518.

Sax Wealth Advisors first reported a position in IYC in Q4 2024 and has held it in 6 quarters since. The position peaked at $223K in Q3 2025. 244 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Sax Wealth Advisors held 2,124 shares of iShares US Consumer Discretionary ETF worth $206K as of Q2 2026.
Sax Wealth Advisors left its iShares US Consumer Discretionary ETF share count unchanged in Q2 2026.
iShares US Consumer Discretionary ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #518 holding.
Sax Wealth Advisors first reported a position in iShares US Consumer Discretionary ETF in Q4 2024 and has held it in 6 quarters since.
Sax Wealth Advisors's iShares US Consumer Discretionary ETF position peaked at $223K in Q3 2025.
244 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.