Symphony Financial Services’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Symphony Financial Services’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	$230K	Hold	2,271	–	–	0.1%	97
2026 Q1	$220K	Hold	2,271	–	–	0.11%	94
2025 Q4	$234K	Hold	2,271	–	–	0.12%	89
2025 Q3	$238K	Sell	2,271 -50	-2%	-$5.12K	0.13%	86
2025 Q2	$231K	Hold	2,321	–	–	0.14%	76
2025 Q1	$205K	Hold	2,321	–	–	0.13%	78
2024 Q4	$223K	Buy	+2,321	New	+$217K	0.18%	71

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

Symphony Financial Services's IYC Position: Q2 2026 in Review

Symphony Financial Services held its iShares US Consumer Discretionary ETF (IYC) position steady in Q2 2026 at 2,271 shares worth $230K. The position accounts for 0.1% of the portfolio, ranked #97.

Symphony Financial Services first reported a position in IYC in Q4 2024 and has held it in 7 quarters since. The position peaked at $238K in Q3 2025. 243 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Symphony Financial Services held 2,271 shares of iShares US Consumer Discretionary ETF worth $230K as of Q2 2026.
Symphony Financial Services left its iShares US Consumer Discretionary ETF share count unchanged in Q2 2026.
iShares US Consumer Discretionary ETF made up 0.1% of Symphony Financial Services's portfolio in Q2 2026, its #97 holding.
Symphony Financial Services first reported a position in iShares US Consumer Discretionary ETF in Q4 2024 and has held it in 7 quarters since.
Symphony Financial Services's iShares US Consumer Discretionary ETF position peaked at $238K in Q3 2025.
243 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.