Apeiron RIA
IYC icon

Apeiron RIA’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Apeiron RIA’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
-7,693
Closed -$746K – 192
2026
Q1 		$746K Sell
7,693
-160
-2% -$16.3K 0.17% 100
2025
Q4 		$822K Sell
7,853
-1,070
-12% -$110K 0.17% 91
2025
Q3 		$914K Buy
8,923
+825
+10% +$84.5K 0.21% 87
2025
Q2 		$807K Buy
8,098
+4,349
+116% +$403K 0.21% 89
2025
Q1 		$331K Buy
3,749
+1,332
+55% +$127K 0.1% 152
2024
Q4 		$232K Sell
2,417
-4
-0.2% -$373 0.07% 190
2024
Q3 		$213K Sell
2,421
-116
-5% -$9.6K 0.06% 197
2024
Q2 		$206K Hold
2,537
– – 0.06% 200
2024
Q1 		$208K Buy
+2,537
New +$198K 0.06% 205
2023
Q1 		– Sell
-8,694
Closed -$495K – 204
2022
Q4 		$495K Hold
8,694
– – 0.19% 93
2022
Q3 		$502K Buy
+8,694
New +$554K 0.23% 85
2022
Q2 		– Sell
-10,825
Closed -$797K – 171
2022
Q1 		$797K Buy
10,825
+340
+3% +$25.6K 0.38% 52
2021
Q4 		$881K Buy
+10,485
New +$868K 0.36% 55

Other funds holding IYC

Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
PGIM Custom Harvest
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Apeiron RIA's IYC Position: Q2 2026 in Review

Apeiron RIA sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2026, closing a stake of 7,693 shares — an estimated $746K sold.

Apeiron RIA first reported a position in IYC in Q4 2021 and held it in 13 quarters. The position peaked at $914K in Q3 2025. 244 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

  • Apeiron RIA reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2026 after selling out during the quarter.
  • Apeiron RIA sold 7,693 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $746K.
  • Apeiron RIA first reported a position in iShares US Consumer Discretionary ETF in Q4 2021 and held it in 13 quarters.
  • Apeiron RIA's iShares US Consumer Discretionary ETF position peaked at $914K in Q3 2025.
  • 244 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Apeiron RIA's 13F filing for Q2 2026, filed 16 Jul 2026.