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

EP Wealth 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	$507K	Sell	5,015 -500	-9%	-$50.7K	﹤0.01%	1029
2026 Q1	$535K	Sell	5,515 -581	-10%	-$59.3K	﹤0.01%	871
2025 Q4	$629K	Buy	+6,096	New	+$627K	﹤0.01%	773
2025 Q2	$554K	Buy	5,563 +194	+4%	+$18K	﹤0.01%	744
2025 Q1	$474K	Hold	5,369	–	–	﹤0.01%	726
2024 Q4	$516K	Buy	5,369 +1,181	+28%	+$110K	﹤0.01%	687
2024 Q3	$368K	Buy	4,188 +371	+10%	+$30.7K	﹤0.01%	789
2024 Q2	$310K	Sell	3,817 -522	-12%	-$41.5K	﹤0.01%	647
2024 Q1	$356K	Sell	4,339 -229	-5%	-$17.9K	﹤0.01%	585
2023 Q4	$346K	Buy	4,568 +185	+4%	+$12.9K	﹤0.01%	577
2023 Q3	$293K	Sell	4,383 -3,357	-43%	-$237K	﹤0.01%	566
2023 Q2	$306K	Buy	7,740 +3,828	+98%	+$251K	﹤0.01%	562
2023 Q1	$242K	Sell	3,912 -1,327	-25%	-$83.2K	﹤0.01%	534
2022 Q4	$298K	Buy	+5,239	New	+$313K	0.01%	469
2022 Q3	–	Sell	-9,812	Closed	-$557K	–	482
2022 Q2	$557K	Buy	9,812 +1,896	+24%	+$122K	0.01%	350
2022 Q1	$594K	Buy	7,916 +765	+11%	+$57.5K	0.01%	349
2021 Q4	$601K	Sell	7,151 -130	-2%	-$10.8K	0.01%	325
2021 Q3	$563K	Sell	7,281 -839	-10%	-$66K	0.02%	311
2021 Q2	$630K	Sell	8,120 -658	-7%	-$50.5K	0.02%	300
2021 Q1	$657K	Sell	8,778 -363	-4%	-$26.4K	0.02%	276
2020 Q4	$644K	Sell	9,141 -1,075	-11%	-$71.4K	0.02%	233
2020 Q3	$639K	Sell	10,216 -1,040	-9%	-$62.8K	0.03%	205
2020 Q2	$616K	Sell	11,256 -7,948	-41%	-$411K	0.03%	223
2020 Q1	$851K	Sell	19,204 -768	-4%	-$41.1K	0.04%	187
2019 Q4	$1.14M	Sell	19,972 -160	-0.8%	-$8.88K	0.05%	177
2019 Q3	$1.09M	Sell	20,132 -1,588	-7%	-$87.2K	0.05%	145
2019 Q2	$1.18M	Sell	21,720 -1,280	-6%	-$68K	0.07%	115
2019 Q1	$1.18M	Sell	23,000 -5,028	-18%	-$247K	0.11%	105
2018 Q4	$1.27M	Buy	28,028 +11,220	+67%	+$546K	0.1%	107
2018 Q3	$890K	Sell	16,808 -2,432	-13%	-$124K	0.07%	126
2018 Q2	$932K	Sell	19,240 -4,144	-18%	-$195K	0.09%	90
2018 Q1	$1.07M	Sell	23,384 -11,228	-32%	-$528K	0.1%	94
2017 Q4	$1.54M	Sell	34,612 -3,816	-10%	-$162K	0.16%	57
2017 Q3	$1.58M	Sell	38,428 -9,680	-20%	-$397K	0.18%	64
2017 Q2	$1.97M	Buy	+48,108	New	+$1.98M	0.24%	66
2015 Q1	–	Sell	-7,580	Closed	-$261K	–	136
2014 Q4	$261K	Buy	+7,580	New	+$245K	0.04%	114

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

EP Wealth Advisors's IYC Position: Q2 2026 in Review

EP Wealth Advisors reduced its iShares US Consumer Discretionary ETF (IYC) stake by 9.1% in Q2 2026, selling an estimated $50.7K and leaving 5,015 shares worth $507K. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

EP Wealth Advisors first reported a position in IYC in Q4 2014 and has held it in 36 quarters since. The position peaked at $1.97M in Q2 2017. 241 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

EP Wealth Advisors held 5,015 shares of iShares US Consumer Discretionary ETF worth $507K as of Q2 2026.
EP Wealth Advisors sold 500 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $50.7K.
iShares US Consumer Discretionary ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1029 holding.
EP Wealth Advisors first reported a position in iShares US Consumer Discretionary ETF in Q4 2014 and has held it in 36 quarters since.
EP Wealth Advisors's iShares US Consumer Discretionary ETF position peaked at $1.97M in Q2 2017.
241 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

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