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

Zhang Financial’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	$485K	Sell	4,799 -558	-10%	-$56.5K	0.01%	268
2026 Q1	$519K	Buy	5,357 +2,623	+96%	+$268K	0.02%	243
2025 Q4	$282K	Hold	2,734	–	–	0.01%	285
2025 Q3	$287K	Hold	2,734	–	–	0.01%	268
2025 Q2	$272K	Buy	+2,734	New	+$253K	0.01%	253
2025 Q1	–	Sell	-2,210	Closed	-$212K	–	306
2024 Q4	$212K	Buy	+2,210	New	+$206K	0.01%	280

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

Zhang Financial's IYC Position: Q2 2026 in Review

Zhang Financial reduced its iShares US Consumer Discretionary ETF (IYC) stake by 10% in Q2 2026, selling an estimated $56.5K and leaving 4,799 shares worth $485K. The position accounts for 0.01% of the portfolio, ranked #268.

Zhang Financial first reported a position in IYC in Q4 2024 and has held it in 6 quarters since. The position peaked at $519K in Q1 2026. 242 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Zhang Financial held 4,799 shares of iShares US Consumer Discretionary ETF worth $485K as of Q2 2026.
Zhang Financial sold 558 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $56.5K.
iShares US Consumer Discretionary ETF made up 0.01% of Zhang Financial's portfolio in Q2 2026, its #268 holding.
Zhang Financial first reported a position in iShares US Consumer Discretionary ETF in Q4 2024 and has held it in 6 quarters since.
Zhang Financial's iShares US Consumer Discretionary ETF position peaked at $519K in Q1 2026.
242 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.