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

SOA 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	$50.5K	Hold	499	–	–	0.01%	391
2026 Q1	$48.3K	Buy	499 +1	+0.2%	+$102	0.01%	375
2025 Q4	$51.4K	Buy	498 +1	+0.2%	+$103	0.01%	364
2025 Q3	$52.1K	Hold	497	–	–	0.01%	372
2025 Q2	$49.5K	Buy	497 +1	+0.2%	+$93	0.01%	372
2025 Q1	$43.8K	Buy	496 +1	+0.2%	+$95	0.01%	362
2024 Q4	$47.6K	Hold	495	–	–	0.01%	335
2024 Q3	$43.5K	Buy	495 +1	+0.2%	+$83	0.01%	342
2024 Q2	$40.2K	Buy	494 +1	+0.2%	+$80	0.01%	337
2024 Q1	$40.4K	Hold	493	–	–	0.01%	332
2023 Q4	$37.3K	Buy	493 +2	+0.4%	+$139	0.01%	330
2023 Q3	$32.9K	Hold	491	–	–	0.01%	340
2023 Q2	$34.9K	Buy	491 +1	+0.2%	+$66	0.01%	338
2023 Q1	$31.7K	Buy	490 +1	+0.2%	+$63	0.01%	346
2022 Q4	$27.9K	Buy	489 +2	+0.4%	+$120	0.01%	352
2022 Q3	$28K	Hold	487	–	–	0.01%	332
2022 Q2	$27K	Buy	487 +1	+0.2%	+$65	0.01%	341
2022 Q1	$36K	Buy	486 +1	+0.2%	+$75	0.01%	355
2021 Q4	$40K	Buy	485 +1	+0.2%	+$83	0.01%	327
2021 Q3	$37K	Hold	484	–	–	0.01%	350
2021 Q2	$37K	Buy	484 +1	+0.2%	+$77	0.01%	352
2021 Q1	$36K	Hold	483	–	–	0.01%	309
2020 Q4	$35K	Buy	+483	New	+$32.1K	0.01%	311

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

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

SOA Wealth Advisors held its iShares US Consumer Discretionary ETF (IYC) position steady in Q2 2026 at 499 shares worth $50.5K. The position accounts for 0.01% of the portfolio, ranked #391.

SOA Wealth Advisors first reported a position in IYC in Q4 2020 and has held it in 23 quarters since. The position peaked at $52.1K in Q3 2025. 241 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

SOA Wealth Advisors held 499 shares of iShares US Consumer Discretionary ETF worth $50.5K as of Q2 2026.
SOA 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 SOA Wealth Advisors's portfolio in Q2 2026, its #391 holding.
SOA Wealth Advisors first reported a position in iShares US Consumer Discretionary ETF in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's iShares US Consumer Discretionary ETF position peaked at $52.1K in Q3 2025.
241 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.