Capital Investment Advisory Services’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Capital Investment Advisory Services’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	$77.3K	Buy	765 +1	+0.1%	+$101	﹤0.01%	860
2026 Q1	$74K	Sell	764 -489	-39%	-$49.9K	0.01%	784
2025 Q4	$129K	Sell	1,253 -9	-0.7%	-$926	0.01%	664
2025 Q3	$132K	Buy	1,262 +2	+0.2%	+$205	0.01%	635
2025 Q2	$126K	Buy	1,260 +2	+0.2%	+$185	0.01%	613
2025 Q1	$111K	Buy	1,258 +2	+0.2%	+$191	0.01%	600
2024 Q4	$121K	Sell	1,256 -109	-8%	-$10.2K	0.01%	546
2024 Q3	$120K	Buy	1,365 +2	+0.1%	+$165	0.01%	566
2024 Q2	$111K	Buy	1,363 +2	+0.1%	+$159	0.01%	558
2024 Q1	$112K	Buy	1,361 +2	+0.1%	+$156	0.01%	551
2023 Q4	$103K	Buy	1,359 +5	+0.4%	+$349	0.01%	581
2023 Q3	$90.6K	Hold	1,354	–	–	0.01%	566
2023 Q2	$96.3K	Buy	1,354 +2	+0.1%	+$131	0.01%	541
2023 Q1	$87.5K	Buy	1,352 +3	+0.2%	+$188	0.01%	550
2022 Q4	$76.8K	Buy	+1,349	New	+$80.7K	0.01%	576

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

Capital Investment Advisory Services's IYC Position: Q2 2026 in Review

Capital Investment Advisory Services increased its iShares US Consumer Discretionary ETF (IYC) stake by 0.13% in Q2 2026, buying an estimated $101 and bringing the position to 765 shares worth $77.3K. The position accounts for ﹤0.01% of the portfolio, ranked #860.

Capital Investment Advisory Services first reported a position in IYC in Q4 2022 and has held it in 15 quarters since. The position peaked at $132K in Q3 2025. 244 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Capital Investment Advisory Services held 765 shares of iShares US Consumer Discretionary ETF worth $77.3K as of Q2 2026.
Capital Investment Advisory Services bought 1 iShares US Consumer Discretionary ETF share in Q2 2026, an estimated $101.
iShares US Consumer Discretionary ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #860 holding.
Capital Investment Advisory Services first reported a position in iShares US Consumer Discretionary ETF in Q4 2022 and has held it in 15 quarters since.
Capital Investment Advisory Services's iShares US Consumer Discretionary ETF position peaked at $132K in Q3 2025.
244 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.