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 Q2	$1.7M	Sell	16,856 -3,003	-15%	-$304K	0.54%	56
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 $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

Stonebridge Financial Planning Group's IYC Position: Q2 2026 in Review

Stonebridge Financial Planning Group reduced its iShares US Consumer Discretionary ETF (IYC) stake by 15% in Q2 2026, selling an estimated $304K and leaving 16,856 shares worth $1.7M. The position accounts for 0.54% of the portfolio, ranked #56.

Stonebridge Financial Planning Group first reported a position in IYC in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.55M in Q3 2021. 244 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Stonebridge Financial Planning Group held 16,856 shares of iShares US Consumer Discretionary ETF worth $1.7M as of Q2 2026.
Stonebridge Financial Planning Group sold 3,003 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $304K.
iShares US Consumer Discretionary ETF made up 0.54% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #56 holding.
Stonebridge Financial Planning Group first reported a position in iShares US Consumer Discretionary ETF in Q4 2019 and has held it in 27 quarters since.
Stonebridge Financial Planning Group's iShares US Consumer Discretionary ETF position peaked at $4.55M in Q3 2021.
244 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.