Spire Wealth Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Spire Wealth 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 Q2	$10.1K	Hold	100	–	–	﹤0.01%	1647
2026 Q1	$9.69K	Hold	100	–	–	﹤0.01%	1623
2025 Q4	$10.3K	Buy	+100	New	+$10.3K	﹤0.01%	1688
2025 Q2	–	Sell	-100	Closed	-$8.83K	–	2475
2025 Q1	$8.83K	Hold	100	–	–	﹤0.01%	1867
2024 Q4	$9.61K	Hold	100	–	–	﹤0.01%	1842
2024 Q3	$8.79K	Hold	100	–	–	﹤0.01%	1671
2024 Q2	$8.13K	Hold	100	–	–	﹤0.01%	1700
2024 Q1	$8.2K	Buy	+100	New	+$7.8K	﹤0.01%	1769
2021 Q2	–	Sell	-60	Closed	-$4K	–	2780
2021 Q1	$4K	Buy	+60	New	+$4.37K	﹤0.01%	2692

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

Spire Wealth Management's IYC Position: Q2 2026 in Review

Spire Wealth Management held its iShares US Consumer Discretionary ETF (IYC) position steady in Q2 2026 at 100 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1647.

Spire Wealth Management first reported a position in IYC in Q1 2021 and has held it in 9 quarters since. The position peaked at $10.3K in Q4 2025. 241 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Spire Wealth Management held 100 shares of iShares US Consumer Discretionary ETF worth $10.1K as of Q2 2026.
Spire Wealth Management left its iShares US Consumer Discretionary ETF share count unchanged in Q2 2026.
iShares US Consumer Discretionary ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1647 holding.
Spire Wealth Management first reported a position in iShares US Consumer Discretionary ETF in Q1 2021 and has held it in 9 quarters since.
Spire Wealth Management's iShares US Consumer Discretionary ETF position peaked at $10.3K in Q4 2025.
241 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.