Canvas Wealth Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Canvas Wealth 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	$565K	Hold	5,584	–	–	0.08%	131
2026 Q1	$541K	Hold	5,584	–	–	0.09%	121
2025 Q4	$576K	Hold	5,584	–	–	0.1%	108
2025 Q3	$579K	Hold	5,584	–	–	0.11%	101
2025 Q2	$568K	Hold	5,584	–	–	0.11%	101
2025 Q1	$475K	Hold	5,584	–	–	0.12%	104
2024 Q4	$537K	Hold	5,584	–	–	0.13%	95
2024 Q3	$491K	Hold	5,584	–	–	0.14%	91
2024 Q2	$454K	Hold	5,584	–	–	0.14%	85
2024 Q1	$432K	Hold	5,584	–	–	0.15%	82
2023 Q4	$416K	Hold	5,584	–	–	0.15%	79
2023 Q3	$360K	Sell	5,584 -50	-0.9%	-$3.53K	0.15%	83
2023 Q2	$407K	Hold	5,634	–	–	0.15%	80
2023 Q1	$361K	Sell	5,634 -2,020	-26%	-$127K	0.15%	93
2022 Q4	$466K	Hold	7,654	–	–	0.19%	80
2022 Q3	$471K	Sell	7,654 -650	-8%	-$41.4K	0.2%	74
2022 Q2	$471K	Sell	8,304 -312	-4%	-$20.2K	0.19%	76
2022 Q1	$579K	Hold	8,616	–	–	0.21%	83
2021 Q4	$724K	Sell	8,616 -4	-0%	-$331	0.26%	72
2021 Q3	$666K	Hold	8,620	–	–	0.27%	68
2021 Q2	$669K	Hold	8,620	–	–	0.3%	63
2021 Q1	$669K	Buy	+8,620	New	+$627K	0.39%	58

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

Canvas Wealth Advisors's IYC Position: Q2 2026 in Review

Canvas Wealth Advisors held its iShares US Consumer Discretionary ETF (IYC) position steady in Q2 2026 at 5,584 shares worth $565K. The position accounts for 0.08% of the portfolio, ranked #131.

Canvas Wealth Advisors first reported a position in IYC in Q1 2021 and has held it in 22 quarters since. The position peaked at $724K in Q4 2021. 241 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Canvas Wealth Advisors held 5,584 shares of iShares US Consumer Discretionary ETF worth $565K as of Q2 2026.
Canvas Wealth Advisors left its iShares US Consumer Discretionary ETF share count unchanged in Q2 2026.
iShares US Consumer Discretionary ETF made up 0.08% of Canvas Wealth Advisors's portfolio in Q2 2026, its #131 holding.
Canvas Wealth Advisors first reported a position in iShares US Consumer Discretionary ETF in Q1 2021 and has held it in 22 quarters since.
Canvas Wealth Advisors's iShares US Consumer Discretionary ETF position peaked at $724K in Q4 2021.
241 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.