Atlantic Edge Private Wealth Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Atlantic Edge Private Wealth Management’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	$56.6K	Hold	560	–	–	0.01%	244
2026 Q1	$54.3K	Sell	560 -20	-3%	-$2.04K	0.01%	231
2025 Q4	$59.8K	Hold	580	–	–	0.01%	205
2025 Q3	$60.8K	Hold	580	–	–	0.02%	202
2025 Q2	$57.8K	Hold	580	–	–	0.02%	200
2025 Q1	$51.2K	Hold	580	–	–	0.02%	203
2024 Q4	$55.8K	Hold	580	–	–	0.02%	194
2024 Q3	$51K	Hold	580	–	–	0.02%	204
2024 Q2	$47.1K	Hold	580	–	–	0.02%	197
2024 Q1	$47.5K	Hold	580	–	–	0.02%	196
2023 Q4	$43.9K	Buy	+580	New	+$40.4K	0.02%	190

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

Atlantic Edge Private Wealth Management's IYC Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its iShares US Consumer Discretionary ETF (IYC) position steady in Q2 2026 at 560 shares worth $56.6K. The position accounts for 0.01% of the portfolio, ranked #244.

Atlantic Edge Private Wealth Management first reported a position in IYC in Q4 2023 and has held it in 11 quarters since. The position peaked at $60.8K in Q3 2025. 241 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Atlantic Edge Private Wealth Management held 560 shares of iShares US Consumer Discretionary ETF worth $56.6K as of Q2 2026.
Atlantic Edge Private Wealth Management left its iShares US Consumer Discretionary ETF share count unchanged in Q2 2026.
iShares US Consumer Discretionary ETF made up 0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #244 holding.
Atlantic Edge Private Wealth Management first reported a position in iShares US Consumer Discretionary ETF in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's iShares US Consumer Discretionary ETF position peaked at $60.8K in Q3 2025.
241 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.