Clifford Swan Investment Counsel’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Clifford Swan Investment Counsel’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	$404K	Hold	4,000	–	–	0.01%	239
2026 Q1	$388K	Hold	4,000	–	–	0.01%	241
2025 Q4	$413K	Hold	4,000	–	–	0.01%	239
2025 Q3	$419K	Hold	4,000	–	–	0.01%	241
2025 Q2	$399K	Hold	4,000	–	–	0.01%	240
2025 Q1	$353K	Hold	4,000	–	–	0.01%	243
2024 Q4	$385K	Hold	4,000	–	–	0.01%	240
2024 Q3	$352K	Hold	4,000	–	–	0.01%	258
2024 Q2	$325K	Hold	4,000	–	–	0.01%	256
2024 Q1	$328K	Hold	4,000	–	–	0.01%	255
2023 Q4	$303K	Hold	4,000	–	–	0.01%	259
2023 Q3	$268K	Hold	4,000	–	–	0.01%	263
2023 Q2	$285K	Hold	4,000	–	–	0.01%	266
2023 Q1	$259K	Hold	4,000	–	–	0.01%	270
2022 Q4	$228K	Hold	4,000	–	–	0.01%	286
2022 Q3	$233K	Hold	4,000	–	–	0.01%	281
2022 Q2	$227K	Hold	4,000	–	–	0.01%	305
2022 Q1	$300K	Hold	4,000	–	–	0.01%	280
2021 Q4	$336K	Hold	4,000	–	–	0.01%	271
2021 Q3	$340K	Hold	4,000	–	–	0.01%	271
2021 Q2	$310K	Hold	4,000	–	–	0.01%	270
2021 Q1	$299K	Hold	4,000	–	–	0.01%	275
2020 Q4	$282K	Hold	4,000	–	–	0.01%	279
2020 Q3	$250K	Hold	4,000	–	–	0.01%	281
2020 Q2	$219K	Buy	+4,000	New	+$207K	0.01%	284
2020 Q1	–	Sell	-4,000	Closed	-$228K	–	312
2019 Q4	$228K	Hold	4,000	–	–	0.01%	295
2019 Q3	$217K	Hold	4,000	–	–	0.01%	289
2019 Q2	$218K	Hold	4,000	–	–	0.01%	297
2019 Q1	$204K	Buy	+4,000	New	+$197K	0.01%	295
2018 Q4	–	Sell	-4,000	Closed	-$212K	–	308
2018 Q3	$212K	Buy	+4,000	New	+$204K	0.01%	300

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

Clifford Swan Investment Counsel's IYC Position: Q2 2026 in Review

Clifford Swan Investment Counsel held its iShares US Consumer Discretionary ETF (IYC) position steady in Q2 2026 at 4,000 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #239.

Clifford Swan Investment Counsel first reported a position in IYC in Q3 2018 and has held it in 30 quarters since. The position peaked at $419K in Q3 2025. 241 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Clifford Swan Investment Counsel held 4,000 shares of iShares US Consumer Discretionary ETF worth $404K as of Q2 2026.
Clifford Swan Investment Counsel left its iShares US Consumer Discretionary ETF share count unchanged in Q2 2026.
iShares US Consumer Discretionary ETF made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #239 holding.
Clifford Swan Investment Counsel first reported a position in iShares US Consumer Discretionary ETF in Q3 2018 and has held it in 30 quarters since.
Clifford Swan Investment Counsel's iShares US Consumer Discretionary ETF position peaked at $419K in Q3 2025.
241 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.