AlphaCore Capital’s iShares US Consumer Discretionary ETF IYC Stock Holding History

AlphaCore Capital’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	$1.34M	Sell	13,223 -3,928	-23%	-$398K	0.02%	394
2026 Q1	$1.66M	Sell	17,151 -164,747	-91%	-$16.8M	0.04%	285
2025 Q4	$18.8M	Buy	181,898 +181,887	+1,653,518%	+$18.7M	0.42%	66
2025 Q3	$1.15K	Hold	11	–	–	﹤0.01%	1064
2025 Q2	$1.1K	Hold	11	–	–	﹤0.01%	1043
2025 Q1	$972	Buy	+11	New	+$1.05K	﹤0.01%	758

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

AlphaCore Capital's IYC Position: Q2 2026 in Review

AlphaCore Capital reduced its iShares US Consumer Discretionary ETF (IYC) stake by 23% in Q2 2026, selling an estimated $398K and leaving 13,223 shares worth $1.34M. The position accounts for 0.02% of the portfolio, ranked #394.

AlphaCore Capital first reported a position in IYC in Q1 2025 and has held it in 6 quarters since. The position peaked at $18.8M in Q4 2025. 241 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

AlphaCore Capital held 13,223 shares of iShares US Consumer Discretionary ETF worth $1.34M as of Q2 2026.
AlphaCore Capital sold 3,928 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $398K.
iShares US Consumer Discretionary ETF made up 0.02% of AlphaCore Capital's portfolio in Q2 2026, its #394 holding.
AlphaCore Capital first reported a position in iShares US Consumer Discretionary ETF in Q1 2025 and has held it in 6 quarters since.
AlphaCore Capital's iShares US Consumer Discretionary ETF position peaked at $18.8M in Q4 2025.
241 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.