Beacon Pointe Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Beacon Pointe Advisors’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	$520K	Buy	5,139 +621	+14%	+$62.9K	﹤0.01%	1324
2026 Q1	$438K	Buy	4,518 +1,070	+31%	+$109K	﹤0.01%	1358
2025 Q4	$356K	Buy	+3,448	New	+$355K	﹤0.01%	1191

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

Beacon Pointe Advisors's IYC Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares US Consumer Discretionary ETF (IYC) stake by 14% in Q2 2026, buying an estimated $62.9K and bringing the position to 5,139 shares worth $520K. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

Beacon Pointe Advisors first reported a position in IYC in Q4 2025 and has held it in 3 quarters since. 242 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Beacon Pointe Advisors held 5,139 shares of iShares US Consumer Discretionary ETF worth $520K as of Q2 2026.
Beacon Pointe Advisors bought 621 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $62.9K.
iShares US Consumer Discretionary ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1324 holding.
Beacon Pointe Advisors first reported a position in iShares US Consumer Discretionary ETF in Q4 2025 and has held it in 3 quarters since.
242 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.