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

Steinberganna 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	–	Sell	-2,121	Closed	-$206K	–	145
2026 Q1	$206K	Buy	2,121 +2	+0.1%	+$204	0.1%	122
2025 Q4	$218K	Sell	2,119 -325	-13%	-$33.4K	0.1%	110
2025 Q3	$256K	Buy	+2,444	New	+$250K	0.12%	101

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

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

Steinberganna Wealth Management sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2026, closing a stake of 2,121 shares — an estimated $206K sold.

Steinberganna Wealth Management first reported a position in IYC in Q3 2025 and held it in 3 quarters. The position peaked at $256K in Q3 2025. 240 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Steinberganna Wealth Management reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2026 after selling out during the quarter.
Steinberganna Wealth Management sold 2,121 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $206K.
Steinberganna Wealth Management first reported a position in iShares US Consumer Discretionary ETF in Q3 2025 and held it in 3 quarters.
Steinberganna Wealth Management's iShares US Consumer Discretionary ETF position peaked at $256K in Q3 2025.
240 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Steinberganna Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.