Advisory Alpha’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Advisory Alpha’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	-2,105	Closed	-$204K	–	593
2026 Q1	$204K	Hold	2,105	–	–	0.01%	531
2025 Q4	$217K	Hold	2,105	–	–	0.01%	480
2025 Q3	$220K	Sell	2,105 -82	-4%	-$8.4K	0.01%	487
2025 Q2	$218K	Buy	+2,187	New	+$203K	0.01%	451
2025 Q1	–	Sell	-2,105	Closed	-$202K	–	466
2024 Q4	$202K	Buy	+2,105	New	+$196K	0.01%	426
2024 Q1	–	Sell	-2,667	Closed	-$202K	–	389
2023 Q4	$202K	Buy	+2,667	New	+$186K	0.01%	336

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

Advisory Alpha's IYC Position: Q2 2026 in Review

Advisory Alpha sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2026, closing a stake of 2,105 shares — an estimated $204K sold.

Advisory Alpha first reported a position in IYC in Q4 2023 and held it in 6 quarters. The position peaked at $220K in Q3 2025. 242 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Advisory Alpha reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2026 after selling out during the quarter.
Advisory Alpha sold 2,105 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $204K.
Advisory Alpha first reported a position in iShares US Consumer Discretionary ETF in Q4 2023 and held it in 6 quarters.
Advisory Alpha's iShares US Consumer Discretionary ETF position peaked at $220K in Q3 2025.
242 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.