Smartleaf Asset Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Smartleaf Asset Management’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	$5.57K	Sell	59 -4	-6%	-$408	﹤0.01%	2611
2025 Q4	$6.54K	Sell	63 -19,537	-100%	-$2.01M	﹤0.01%	2591
2025 Q3	$2.07M	Buy	19,600 +611	+3%	+$62.6K	0.13%	179
2025 Q2	$1.89M	Buy	18,989 +3,452	+22%	+$320K	0.17%	129
2025 Q1	$1.37M	Sell	15,537 -991	-6%	-$94.6K	0.13%	174
2024 Q4	$1.6M	Buy	16,528 +1,545	+10%	+$144K	0.16%	140
2024 Q3	$1.32M	Sell	14,983 -5,181	-26%	-$429K	0.16%	147
2024 Q2	$1.65M	Buy	20,164 +3,346	+20%	+$266K	0.27%	79
2024 Q1	$1.38M	Buy	+16,818	New	+$1.31M	0.27%	83

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 $6.4B AUM 18.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Smartleaf Asset Management's IYC Position: Q1 2026 in Review

Smartleaf Asset Management reduced its iShares US Consumer Discretionary ETF (IYC) stake by 6.3% in Q1 2026, selling an estimated $408 and leaving 59 shares worth $5.57K. The position accounts for ﹤0.01% of the portfolio, ranked #2611.

Smartleaf Asset Management first reported a position in IYC in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.07M in Q3 2025. 251 funds tracked by Wall St. Rank hold IYC as of Q1 2026.

Smartleaf Asset Management held 59 shares of iShares US Consumer Discretionary ETF worth $5.57K as of Q1 2026.
Smartleaf Asset Management sold 4 iShares US Consumer Discretionary ETF shares in Q1 2026, an estimated $408.
iShares US Consumer Discretionary ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2611 holding.
Smartleaf Asset Management first reported a position in iShares US Consumer Discretionary ETF in Q1 2024 and has held it in 9 quarters since.
Smartleaf Asset Management's iShares US Consumer Discretionary ETF position peaked at $2.07M in Q3 2025.
251 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.