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Davis Capital Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Davis Capital Management’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
Q1 		$33.7K Hold
348
– – 0.02% 154
2025
Q4 		$35.9K Hold
348
– – 0.02% 157
2025
Q3 		$36.5K Buy
+348
New +$35.7K 0.03% 157
2025
Q1 		$30.7K Hold
348
– – 0.02% 164
2024
Q4 		$33.5K Hold
348
– – 0.03% 160
2024
Q3 		$30.6K Hold
348
– – 0.02% 169
2024
Q2 		$28.2K Hold
348
– – 0.02% 171
2024
Q1 		$28.4K Hold
348
– – 0.03% 166
2023
Q4 		$26.4K Buy
+348
New +$24.3K 0.03% 164
2020
Q2 		$29K Hold
528
– – 0.05% 142
2020
Q1 		$23K Buy
+528
New +$28.2K 0.05% 149

Other funds holding IYC

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return