CX Institutional’s iShares US Consumer Discretionary ETF IYC Stock Holding History

CX Institutional’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 Q3	$5K	Sell	48 -732	-94%	-$73.3K	﹤0.01%	1447
2026 Q2	$79K	Sell	780 -366	-32%	-$37.1K	﹤0.01%	908
2026 Q1	$111K	Buy	1,146 +186	+19%	+$19K	﹤0.01%	833
2025 Q4	$99K	Buy	960 +785	+449%	+$80.8K	﹤0.01%	854
2025 Q3	$18K	Buy	175 +10	+6%	+$1.02K	﹤0.01%	1116
2025 Q2	$16K	Buy	165 +117	+244%	+$10.8K	﹤0.01%	988
2025 Q1	$4K	Sell	48 -5,231	-99%	-$499K	﹤0.01%	1087
2024 Q4	$508K	Buy	+5,279	New	+$493K	0.02%	341
2024 Q3	–	Sell	-2,981	Closed	-$242K	–	577
2024 Q2	$242K	Buy	+2,981	New	+$237K	0.01%	501
2023 Q4	–	Sell	-9,878	Closed	-$661K	–	554
2023 Q3	$661K	Buy	+9,878	New	+$697K	0.04%	295
2022 Q4	–	Sell	-8,470	Closed	-$493K	–	535
2022 Q3	$493K	Sell	8,470 -3,689	-30%	-$235K	0.03%	335
2022 Q2	$690K	Buy	12,159 +5,513	+83%	+$356K	0.05%	273
2022 Q1	$499K	Buy	+6,646	New	+$500K	0.04%	272
2021 Q4	–	Sell	-1,901	Closed	-$147K	–	637
2021 Q3	$147K	Buy	1,901 +278	+17%	+$21.9K	0.01%	390
2021 Q2	$126K	Sell	1,623 -579	-26%	-$44.4K	0.01%	403
2021 Q1	$165K	Buy	+2,202	New	+$160K	0.01%	327
2019 Q1	–	Sell	-788	Closed	-$36K	–	804
2018 Q4	$36K	Buy	+788	New	+$38.3K	0.01%	284

Other funds holding IYC

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GSB

Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 27.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

NPPM

North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

CX Institutional's IYC Position: Q3 2026 in Review

CX Institutional reduced its iShares US Consumer Discretionary ETF (IYC) stake by 94% in Q3 2026, selling an estimated $73.3K and leaving 48 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

CX Institutional first reported a position in IYC in Q4 2018 and has held it in 17 quarters since. The position peaked at $690K in Q2 2022. 9 funds tracked by Wall St. Rank hold IYC as of Q3 2026.

CX Institutional held 48 shares of iShares US Consumer Discretionary ETF worth $5K as of Q3 2026.
CX Institutional sold 732 iShares US Consumer Discretionary ETF shares in Q3 2026, an estimated $73.3K.
iShares US Consumer Discretionary ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1447 holding.
CX Institutional first reported a position in iShares US Consumer Discretionary ETF in Q4 2018 and has held it in 17 quarters since.
CX Institutional's iShares US Consumer Discretionary ETF position peaked at $690K in Q2 2022.
9 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.