Atria Investments’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Atria Investments’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	-7,281	Closed	-$706K	–	2207
2026 Q1	$706K	Sell	7,281 -140	-2%	-$14.3K	0.01%	1263
2025 Q4	$765K	Sell	7,421 -692	-9%	-$71.2K	0.01%	1216
2025 Q3	$850K	Sell	8,113 -652	-7%	-$66.8K	0.01%	1133
2025 Q2	$873K	Sell	8,765 -154	-2%	-$14.3K	0.01%	1107
2025 Q1	$788K	Buy	8,919 +6,689	+300%	+$638K	0.01%	1115
2024 Q4	$214K	Buy	+2,230	New	+$208K	﹤0.01%	1752
2022 Q1	–	Sell	-15,852	Closed	-$1.33M	–	902
2021 Q4	$1.33M	Buy	15,852 +1,445	+10%	+$120K	0.02%	720
2021 Q3	$1.11M	Sell	14,407 -2,489	-15%	-$196K	0.02%	740
2021 Q2	$1.31M	Buy	16,896 +691	+4%	+$53K	0.03%	667
2021 Q1	$1.21M	Buy	+16,205	New	+$1.18M	0.03%	634
2020 Q1	–	Sell	-3,980	Closed	-$227K	–	884
2019 Q4	$227K	Sell	3,980 -1,324	-25%	-$73.5K	0.01%	1092
2019 Q3	$288K	Sell	5,304 -13,336	-72%	-$732K	0.01%	730
2019 Q2	$989K	Buy	18,640 +13,744	+281%	+$730K	0.04%	411
2019 Q1	$250K	Sell	4,896 -316	-6%	-$15.5K	0.01%	778
2018 Q4	$236K	Buy	+5,212	New	+$253K	0.01%	752
2018 Q2	–	Sell	-27,900	Closed	-$1.27M	–	981
2018 Q1	$1.27M	Buy	+27,900	New	+$1.31M	0.06%	295
2017 Q3	–	Sell	-41,512	Closed	-$1.7M	–	810
2017 Q2	$1.7M	Buy	+41,512	New	+$1.71M	0.1%	203
2016 Q1	–	Sell	-72,328	Closed	-$2.48M	–	463
2015 Q4	$2.48M	Sell	72,328 -640	-0.9%	-$23.3K	0.27%	55
2015 Q3	$2.51M	Buy	+72,968	New	+$2.63M	0.35%	49
2015 Q2	–	Sell	-76,512	Closed	-$2.76M	–	412
2015 Q1	$2.76M	Buy	76,512 +10,048	+15%	+$354K	0.31%	51
2014 Q4	$2.29M	Buy	+66,464	New	+$2.15M	0.24%	68
2014 Q1	–	Sell	-31,236	Closed	-$948K	–	445
2013 Q4	$948K	Buy	31,236 +12,036	+63%	+$349K	0.09%	192
2013 Q3	$528K	Buy	+19,200	New	+$517K	0.05%	273

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

Atria Investments's IYC Position: Q2 2026 in Review

Atria Investments sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2026, closing a stake of 7,281 shares — an estimated $706K sold.

Atria Investments first reported a position in IYC in Q3 2013 and held it in 23 quarters. The position peaked at $2.76M in Q1 2015. 242 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Atria Investments reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2026 after selling out during the quarter.
Atria Investments sold 7,281 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $706K.
Atria Investments first reported a position in iShares US Consumer Discretionary ETF in Q3 2013 and held it in 23 quarters.
Atria Investments's iShares US Consumer Discretionary ETF position peaked at $2.76M in Q1 2015.
242 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.