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

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

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. 242 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.
242 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.