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

Clearstead 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	$66.2K	Hold	655	–	–	﹤0.01%	1406
2026 Q1	$63.5K	Hold	655	–	–	﹤0.01%	1235
2025 Q4	$67.6K	Hold	655	–	–	﹤0.01%	1268
2025 Q3	$68.6K	Hold	655	–	–	﹤0.01%	1168
2025 Q2	$65.3K	Hold	655	–	–	﹤0.01%	1201
2025 Q1	$57.9K	Hold	655	–	–	﹤0.01%	1139
2024 Q4	$63K	Hold	655	–	–	﹤0.01%	1111
2024 Q3	$57.6K	Hold	655	–	–	﹤0.01%	1174
2024 Q2	$53.2K	Hold	655	–	–	﹤0.01%	1147
2024 Q1	$52.1K	Hold	655	–	–	﹤0.01%	748
2023 Q4	$49.6K	Sell	655 -655	-50%	-$45.7K	﹤0.01%	738
2023 Q3	$87.7K	Buy	1,310 +655	+100%	+$46.2K	﹤0.01%	763
2023 Q2	$46.6K	Hold	655	–	–	﹤0.01%	735
2023 Q1	$42.4K	Hold	655	–	–	﹤0.01%	700
2022 Q4	$37.3K	Hold	655	–	–	﹤0.01%	672
2022 Q3	$38K	Hold	655	–	–	﹤0.01%	661
2022 Q2	$37K	Hold	655	–	–	﹤0.01%	681
2022 Q1	$49K	Hold	655	–	–	﹤0.01%	683
2021 Q4	$55K	Hold	655	–	–	﹤0.01%	641
2021 Q3	$51K	Hold	655	–	–	﹤0.01%	609
2021 Q2	$51K	Hold	655	–	–	﹤0.01%	553
2021 Q1	$49K	Buy	+655	New	+$47.7K	﹤0.01%	547

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

Clearstead Advisors's IYC Position: Q2 2026 in Review

Clearstead Advisors held its iShares US Consumer Discretionary ETF (IYC) position steady in Q2 2026 at 655 shares worth $66.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1406.

Clearstead Advisors first reported a position in IYC in Q1 2021 and has held it in 22 quarters since. The position peaked at $87.7K in Q3 2023. 241 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Clearstead Advisors held 655 shares of iShares US Consumer Discretionary ETF worth $66.2K as of Q2 2026.
Clearstead Advisors left its iShares US Consumer Discretionary ETF share count unchanged in Q2 2026.
iShares US Consumer Discretionary ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1406 holding.
Clearstead Advisors first reported a position in iShares US Consumer Discretionary ETF in Q1 2021 and has held it in 22 quarters since.
Clearstead Advisors's iShares US Consumer Discretionary ETF position peaked at $87.7K in Q3 2023.
241 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.