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Stonebridge Financial Planning Group’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Stonebridge Financial Planning Group’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 		$1.92M Sell
19,859
-964
-5% -$98.3K 0.71% 42
2025
Q4 		$2.15M Sell
20,823
-1,598
-7% -$164K 0.78% 40
2025
Q3 		$2.35M Sell
22,421
-4,017
-15% -$412K 0.88% 33
2025
Q2 		$2.63M Sell
26,438
-1,544
-6% -$143K 1.1% 25
2025
Q1 		$2.47M Sell
27,982
-979
-3% -$93.4K 1.13% 26
2024
Q4 		$2.78M Sell
28,961
-994
-3% -$92.8K 1.24% 22
2024
Q3 		$2.63M Sell
29,955
-523
-2% -$43.3K 1.25% 18
2024
Q2 		$2.48M Sell
30,478
-1,296
-4% -$103K 1.24% 18
2024
Q1 		$2.6M Sell
31,774
-1,353
-4% -$105K 1.38% 12
2023
Q4 		$2.51M Sell
33,127
-2,315
-7% -$161K 1.44% 14
2023
Q3 		$2.37M Sell
35,442
-300
-0.8% -$21.2K 1.52% 14
2023
Q2 		$2.54M Sell
35,742
-2,079
-5% -$136K 1.55% 18
2023
Q1 		$2.45M Sell
37,821
-4,963
-12% -$311K 1.58% 17
2022
Q4 		$2.44M Sell
42,784
-1,448
-3% -$86.6K 1.62% 14
2022
Q3 		$2.57M Sell
44,232
-2,498
-5% -$159K 1.8% 14
2022
Q2 		$2.65M Sell
46,730
-5,517
-11% -$356K 1.8% 15
2022
Q1 		$3.92M Sell
52,247
-893
-2% -$67.2K 2.2% 12
2021
Q4 		$3.89M Buy
53,140
+81
+0.2% +$6.71K 2.04% 10
2021
Q3 		$4.55M Buy
53,059
+285
+0.5% +$22.4K 2.22% 9
2021
Q2 		$4.17M Sell
52,774
-140
-0.3% -$10.7K 2.21% 9
2021
Q1 		$4.11M Buy
52,914
+786
+2% +$57.2K 2.4% 9
2020
Q4 		$3.67M Buy
52,128
+3,064
+6% +$203K 2.33% 11
2020
Q3 		$3.16M Sell
49,064
-440
-0.9% -$26.6K 2.27% 11
2020
Q2 		$2.74M Sell
49,504
-476
-1% -$24.6K 2.33% 11
2020
Q1 		$2.35M Sell
49,980
-3,948
-7% -$211K 2.34% 12
2019
Q4 		$3.08M Buy
+53,928
New +$2.99M 2.78% 7

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stonebridge Financial Planning Group's IYC Position: Q1 2026 in Review

Stonebridge Financial Planning Group reduced its iShares US Consumer Discretionary ETF (IYC) stake by 4.6% in Q1 2026, selling an estimated $98.3K and leaving 19,859 shares worth $1.92M. The position accounts for 0.71% of the portfolio, ranked #42.

Stonebridge Financial Planning Group first reported a position in IYC in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.55M in Q3 2021. 251 funds tracked by Wall St. Rank hold IYC as of Q1 2026.

  • Stonebridge Financial Planning Group held 19,859 shares of iShares US Consumer Discretionary ETF worth $1.92M as of Q1 2026.
  • Stonebridge Financial Planning Group sold 964 iShares US Consumer Discretionary ETF shares in Q1 2026, an estimated $98.3K.
  • iShares US Consumer Discretionary ETF made up 0.71% of Stonebridge Financial Planning Group's portfolio in Q1 2026, its #42 holding.
  • Stonebridge Financial Planning Group first reported a position in iShares US Consumer Discretionary ETF in Q4 2019 and has held it in 26 quarters since.
  • Stonebridge Financial Planning Group's iShares US Consumer Discretionary ETF position peaked at $4.55M in Q3 2021.
  • 251 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.