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Capital Performance Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Capital Performance 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 		$1.01M Hold
10,000
– – 0.07% 113
2026
Q1 		$969K Buy
+10,000
New +$1.02M 0.06% 129

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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Capital Performance Advisors's IYC Position: Q2 2026 in Review

Capital Performance Advisors held its iShares US Consumer Discretionary ETF (IYC) position steady in Q2 2026 at 10,000 shares worth $1.01M. The position accounts for 0.07% of the portfolio, ranked #113.

Capital Performance Advisors first reported a position in IYC in Q1 2026 and has held it in 2 quarters since. 241 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

  • Capital Performance Advisors held 10,000 shares of iShares US Consumer Discretionary ETF worth $1.01M as of Q2 2026.
  • Capital Performance Advisors left its iShares US Consumer Discretionary ETF share count unchanged in Q2 2026.
  • iShares US Consumer Discretionary ETF made up 0.07% of Capital Performance Advisors's portfolio in Q2 2026, its #113 holding.
  • Capital Performance Advisors first reported a position in iShares US Consumer Discretionary ETF in Q1 2026 and has held it in 2 quarters since.
  • 241 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.