Corient Private Wealth’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Corient Private Wealth’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	$1.25M	Buy	12,371 +1,467	+13%	+$149K	﹤0.01%	1677
2026 Q1	$965K	Sell	10,904 -1,427	-12%	-$146K	﹤0.01%	1684
2025 Q4	$1.27M	Sell	12,331 -2,716	-18%	-$279K	﹤0.01%	1381
2025 Q3	$1.58M	Sell	15,047 -5,767	-28%	-$591K	﹤0.01%	1183
2025 Q2	$2.07M	Sell	20,814 -6,392	-23%	-$592K	﹤0.01%	1024
2025 Q1	$2.4M	Buy	27,206 +14,110	+108%	+$1.35M	﹤0.01%	909
2024 Q4	$1.26M	Sell	13,096 -1,401	-10%	-$131K	﹤0.01%	1210
2024 Q3	$1.27M	Buy	14,497 +1,491	+11%	+$123K	﹤0.01%	1292
2024 Q2	$1.06M	Buy	13,006 +123	+1%	+$9.78K	﹤0.01%	1298
2024 Q1	$1.06M	Sell	12,883 -88	-0.7%	-$6.86K	﹤0.01%	1300
2023 Q4	$983K	Buy	12,971 +2,525	+24%	+$176K	﹤0.01%	1288
2023 Q3	$699K	Sell	10,446 -528	-5%	-$37.3K	﹤0.01%	1323
2023 Q2	$781K	Buy	10,974 +445	+4%	+$29.2K	﹤0.01%	1245
2023 Q1	$681K	Buy	10,529 +4,917	+88%	+$308K	﹤0.01%	1243
2022 Q4	$320K	Buy	+5,612	New	+$336K	﹤0.01%	1312

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

Corient Private Wealth's IYC Position: Q2 2026 in Review

Corient Private Wealth increased its iShares US Consumer Discretionary ETF (IYC) stake by 13% in Q2 2026, buying an estimated $149K and bringing the position to 12,371 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1677.

Corient Private Wealth first reported a position in IYC in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.4M in Q1 2025. 243 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Corient Private Wealth held 12,371 shares of iShares US Consumer Discretionary ETF worth $1.25M as of Q2 2026.
Corient Private Wealth bought 1,467 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $149K.
iShares US Consumer Discretionary ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1677 holding.
Corient Private Wealth first reported a position in iShares US Consumer Discretionary ETF in Q4 2022 and has held it in 15 quarters since.
Corient Private Wealth's iShares US Consumer Discretionary ETF position peaked at $2.4M in Q1 2025.
243 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.