BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s iShares US Consumer Discretionary ETF IYC Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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	-10	Closed	-$974	–	2481
2026 Q1	$974	Hold	10	–	–	﹤0.01%	2239
2025 Q4	$1.04K	Hold	10	–	–	﹤0.01%	2290
2025 Q3	$1.05K	Hold	10	–	–	﹤0.01%	2198
2025 Q2	$998	Buy	+10	New	+$927	﹤0.01%	2162

Other funds holding IYC

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 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 $294B AUM 47.59% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s IYC Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2026, closing a stake of 10 shares — an estimated $974 sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in IYC in Q2 2025 and held it in 4 quarters. The position peaked at $1.05K in Q3 2025. 244 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2026 after selling out during the quarter.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 10 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $974.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in iShares US Consumer Discretionary ETF in Q2 2025 and held it in 4 quarters.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s iShares US Consumer Discretionary ETF position peaked at $1.05K in Q3 2025.
244 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.