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

Concurrent Investment 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	$482K	Sell	4,771 -433	-8%	-$43.9K	﹤0.01%	1427
2026 Q1	$504K	Sell	5,204 -14	-0.3%	-$1.43K	0.01%	1211
2025 Q4	$538K	Sell	5,218 -6	-0.1%	-$617	0.01%	1117
2025 Q3	$548K	Sell	5,224 -499	-9%	-$51.1K	0.01%	877
2025 Q2	$570K	Buy	5,723 +1,306	+30%	+$121K	0.01%	801
2025 Q1	$390K	Buy	+4,417	New	+$421K	0.01%	821
2024 Q2	–	Sell	-59,279	Closed	-$4.86M	–	1041
2024 Q1	$4.86M	Buy	59,279 +1,443	+2%	+$112K	0.2%	120
2023 Q4	$4.38M	Buy	+57,836	New	+$4.03M	0.21%	111

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

Concurrent Investment Advisors's IYC Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its iShares US Consumer Discretionary ETF (IYC) stake by 8.3% in Q2 2026, selling an estimated $43.9K and leaving 4,771 shares worth $482K. The position accounts for ﹤0.01% of the portfolio, ranked #1427.

Concurrent Investment Advisors first reported a position in IYC in Q4 2023 and has held it in 8 quarters since. The position peaked at $4.86M in Q1 2024. 241 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Concurrent Investment Advisors held 4,771 shares of iShares US Consumer Discretionary ETF worth $482K as of Q2 2026.
Concurrent Investment Advisors sold 433 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $43.9K.
iShares US Consumer Discretionary ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1427 holding.
Concurrent Investment Advisors first reported a position in iShares US Consumer Discretionary ETF in Q4 2023 and has held it in 8 quarters since.
Concurrent Investment Advisors's iShares US Consumer Discretionary ETF position peaked at $4.86M in Q1 2024.
241 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.