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

Cottonwood Capital 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	$4.89M	Buy	48,382 +17,741	+58%	+$1.8M	2.95%	10
2026 Q1	$2.97M	Buy	30,641 +3,742	+14%	+$382K	2.09%	15
2025 Q4	$2.77M	Buy	26,899 +2,078	+8%	+$214K	1.98%	16
2025 Q3	$2.6M	Buy	24,821 +6	+0%	+$615	1.89%	16
2025 Q2	$2.47M	Sell	24,815 -269	-1%	-$24.9K	1.66%	16
2025 Q1	$2.22M	Sell	25,084 -581	-2%	-$55.4K	1.63%	17
2024 Q4	$2.47M	Sell	25,665 -496	-2%	-$46.3K	1.77%	17
2024 Q3	$2.3M	Sell	26,161 -3,028	-10%	-$251K	1.69%	19
2024 Q2	$2.43M	Sell	29,189 -864	-3%	-$68.7K	1.9%	17
2024 Q1	$2.34M	Sell	30,053 -684	-2%	-$53.3K	1.86%	17
2023 Q4	$2.33M	Sell	30,737 -3,524	-10%	-$246K	1.92%	16
2023 Q3	$2.29M	Sell	34,261 -3,007	-8%	-$212K	2.14%	14
2023 Q2	$2.65M	Sell	37,268 -2,003	-5%	-$131K	2.43%	14
2023 Q1	$2.54M	Sell	39,271 -1,457	-4%	-$91.3K	2.34%	14
2022 Q4	$2.32M	Sell	40,728 -893	-2%	-$53.4K	2.07%	16
2022 Q3	$2.42M	Sell	41,621 -793	-2%	-$50.5K	2.31%	16
2022 Q2	$2.41M	Sell	42,414 -4,073	-9%	-$263K	2.18%	16
2022 Q1	$3.49M	Sell	46,487 -585	-1%	-$44K	2.76%	11
2021 Q4	$3.95M	Buy	+47,072	New	+$3.9M	3.06%	10

Other funds holding IYC

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Banque Transatlantique Paris, France $4.66B AUM 33.26% 1-Year Est. Return

SCA

Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return

SAFS

S&A Financial Services Overland Park, Kansas $164M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SCA

Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return

GPA

Garrison Point Advisors Walnut Creek, California $247M AUM 25.18% 1-Year Est. Return

Cottonwood Capital Advisors's IYC Position: Q2 2026 in Review

Cottonwood Capital Advisors increased its iShares US Consumer Discretionary ETF (IYC) stake by 58% in Q2 2026, buying an estimated $1.8M and bringing the position to 48,382 shares worth $4.89M. The position accounts for 2.95% of the portfolio, ranked #10.

Cottonwood Capital Advisors first reported a position in IYC in Q4 2021 and has held it in 19 quarters since. 87 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Cottonwood Capital Advisors held 48,382 shares of iShares US Consumer Discretionary ETF worth $4.89M as of Q2 2026.
Cottonwood Capital Advisors bought 17,741 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $1.8M.
iShares US Consumer Discretionary ETF made up 2.95% of Cottonwood Capital Advisors's portfolio in Q2 2026, its #10 holding.
Cottonwood Capital Advisors first reported a position in iShares US Consumer Discretionary ETF in Q4 2021 and has held it in 19 quarters since.
87 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Cottonwood Capital Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.