Chicago Partners Investment Group’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Chicago Partners Investment Group’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	$287K	Sell	2,993 -8	-0.3%	-$811	0.01%	1266
2026 Q1	$311K	Hold	3,001	–	–	0.01%	1121
2025 Q4	$318K	Hold	3,001	–	–	0.01%	998
2025 Q3	$312K	Hold	3,001	–	–	0.01%	923
2025 Q2	$306K	Buy	3,001 +4	+0.1%	+$371	0.01%	825
2025 Q1	$275K	Buy	2,997 +5	+0.2%	+$477	0.01%	724
2024 Q4	$288K	Buy	2,992 +3	+0.1%	+$280	0.01%	676
2024 Q3	$259K	Buy	2,989 +4	+0.1%	+$331	0.01%	666
2024 Q2	$243K	Buy	2,985 +4	+0.1%	+$318	0.01%	654
2024 Q1	$231K	Sell	2,981 -4	-0.1%	-$312	0.01%	651
2023 Q4	$223K	Buy	+2,985	New	+$208K	0.01%	620
2023 Q3	–	Sell	-2,990	Closed	-$213K	–	684
2023 Q2	$213K	Buy	+2,990	New	+$196K	0.01%	623

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

Chicago Partners Investment Group's IYC Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its iShares US Consumer Discretionary ETF (IYC) stake by 0.27% in Q2 2026, selling an estimated $811 and leaving 2,993 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #1266.

Chicago Partners Investment Group first reported a position in IYC in Q2 2023 and has held it in 12 quarters since. The position peaked at $318K in Q4 2025. 244 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Chicago Partners Investment Group held 2,993 shares of iShares US Consumer Discretionary ETF worth $287K as of Q2 2026.
Chicago Partners Investment Group sold 8 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $811.
iShares US Consumer Discretionary ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1266 holding.
Chicago Partners Investment Group first reported a position in iShares US Consumer Discretionary ETF in Q2 2023 and has held it in 12 quarters since.
Chicago Partners Investment Group's iShares US Consumer Discretionary ETF position peaked at $318K in Q4 2025.
244 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.