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Cookson Peirce & Co’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Cookson Peirce & Co’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 		– Sell
-6,188
Closed -$600K – 333
2026
Q1 		$600K Buy
6,188
+213
+4% +$21.7K 0.03% 222
2025
Q4 		$616K Sell
5,975
-16
-0.3% -$1.65K 0.03% 224
2025
Q3 		$628K Sell
5,991
-155
-3% -$15.9K 0.03% 222
2025
Q2 		$612K Sell
6,146
-272
-4% -$25.2K 0.03% 221
2025
Q1 		$567K Sell
6,418
-251
-4% -$24K 0.03% 208
2024
Q4 		$641K Buy
6,669
+3,313
+99% +$309K 0.03% 185
2024
Q3 		$295K Buy
+3,356
New +$278K 0.01% 227
2017
Q1 		– Sell
-26,780
Closed -$1.01M – 149
2016
Q4 		$1.01M Sell
26,780
-1,960
-7% -$72.9K 0.14% 91
2016
Q3 		$1.06M Sell
28,740
-6,640
-19% -$245K 0.15% 84
2016
Q2 		$1.27M Buy
35,380
+860
+2% +$31K 0.19% 72
2016
Q1 		$1.26M Sell
34,520
-920
-3% -$31.7K 0.2% 69
2015
Q4 		$1.28M Buy
35,440
+520
+1% +$18.9K 0.19% 70
2015
Q3 		$1.2M Sell
34,920
-2,880
-8% -$104K 0.2% 76
2015
Q2 		$1.35M Buy
37,800
+4,920
+15% +$178K 0.23% 70
2015
Q1 		$1.19M Buy
+32,880
New +$1.16M 0.21% 71

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

Cookson Peirce & Co's IYC Position: Q2 2026 in Review

Cookson Peirce & Co sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2026, closing a stake of 6,188 shares — an estimated $600K sold.

Cookson Peirce & Co first reported a position in IYC in Q1 2015 and held it in 15 quarters. The position peaked at $1.35M in Q2 2015. 242 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

  • Cookson Peirce & Co reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2026 after selling out during the quarter.
  • Cookson Peirce & Co sold 6,188 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $600K.
  • Cookson Peirce & Co first reported a position in iShares US Consumer Discretionary ETF in Q1 2015 and held it in 15 quarters.
  • Cookson Peirce & Co's iShares US Consumer Discretionary ETF position peaked at $1.35M in Q2 2015.
  • 242 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Cookson Peirce & Co's 13F filing for Q2 2026, filed 23 Jul 2026.