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

CoreCap 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	$457K	Buy	4,518 +27	+0.6%	+$2.74K	0.01%	571
2026 Q1	$435K	Sell	4,491 -14,398	-76%	-$1.47M	0.01%	545
2025 Q4	$1.95M	Buy	18,889 +274	+1%	+$28.2K	0.07%	244
2025 Q3	$1.95M	Buy	18,615 +12,772	+219%	+$1.31M	0.07%	240
2025 Q2	$582K	Buy	5,843 +790	+16%	+$73.2K	0.02%	480
2025 Q1	$446K	Sell	5,053 -32,120	-86%	-$3.06M	0.02%	500
2024 Q4	$3.57M	Buy	37,173 +31,554	+562%	+$2.95M	0.16%	122
2024 Q3	$494K	Buy	+5,619	New	+$465K	0.02%	465
2024 Q2	–	Sell	-6,180	Closed	-$507K	–	2120
2024 Q1	$507K	Buy	6,180 +2,838	+85%	+$221K	0.03%	396
2023 Q4	$253K	Sell	3,342 -97	-3%	-$6.76K	0.02%	504
2023 Q3	$230K	Sell	3,439 -1,025	-23%	-$72.4K	0.02%	474
2023 Q2	$318K	Buy	+4,464	New	+$293K	0.02%	449
2022 Q4	$346K	Buy	6,080 +2	+0%	+$120	0.02%	425
2022 Q3	$354K	Sell	6,078 -158	-3%	-$10.1K	0.03%	391
2022 Q2	$354K	Sell	6,236 -41	-0.7%	-$2.65K	0.03%	395
2022 Q1	$471K	Sell	6,277 -15,736	-71%	-$1.18M	0.03%	336
2021 Q4	$1.85M	Buy	+22,013	New	+$1.82M	0.12%	137

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

CoreCap Advisors's IYC Position: Q2 2026 in Review

CoreCap Advisors increased its iShares US Consumer Discretionary ETF (IYC) stake by 0.6% in Q2 2026, buying an estimated $2.74K and bringing the position to 4,518 shares worth $457K. The position accounts for 0.01% of the portfolio, ranked #571.

CoreCap Advisors first reported a position in IYC in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.57M in Q4 2024. 241 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

CoreCap Advisors held 4,518 shares of iShares US Consumer Discretionary ETF worth $457K as of Q2 2026.
CoreCap Advisors bought 27 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $2.74K.
iShares US Consumer Discretionary ETF made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #571 holding.
CoreCap Advisors first reported a position in iShares US Consumer Discretionary ETF in Q4 2021 and has held it in 17 quarters since.
CoreCap Advisors's iShares US Consumer Discretionary ETF position peaked at $3.57M in Q4 2024.
241 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.