Garrison Point Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Garrison Point 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	$1.41M	Sell	13,970 -373	-3%	-$37.8K	0.57%	51
2026 Q1	$1.39M	Hold	14,343	–	–	0.63%	42
2025 Q4	$1.48M	Buy	14,343 +426	+3%	+$43.8K	0.65%	40
2025 Q3	$1.46M	Buy	13,917 +47	+0.3%	+$4.82K	0.61%	42
2025 Q2	$1.38M	Sell	13,870 -290	-2%	-$26.9K	0.63%	43
2025 Q1	$1.25M	Sell	14,160 -975	-6%	-$93K	0.61%	47
2024 Q4	$1.46M	Sell	15,135 -120	-0.8%	-$11.2K	0.69%	39
2024 Q3	$1.34M	Buy	15,255 +25	+0.2%	+$2.07K	0.83%	36
2024 Q2	$1.24M	Sell	15,230 -70	-0.5%	-$5.57K	0.82%	36
2024 Q1	$1.25M	Buy	15,300 +210	+1%	+$16.4K	0.81%	37
2023 Q4	$1.14M	Buy	15,090 +30	+0.2%	+$2.09K	0.81%	39
2023 Q3	$1.01M	Sell	15,060 -100	-0.7%	-$7.06K	0.78%	39
2023 Q2	$1.08M	Buy	15,160 +235	+2%	+$15.4K	0.78%	40
2023 Q1	$965K	Hold	14,925	–	–	0.72%	43
2022 Q4	$850K	Sell	14,925 -10	-0.1%	-$598	0.7%	45
2022 Q3	$869K	Hold	14,935	–	–	0.78%	42
2022 Q2	$847K	Sell	14,935 -140	-0.9%	-$9.04K	0.7%	48
2022 Q1	$1.13M	Sell	15,075 -25	-0.2%	-$1.88K	0.79%	41
2021 Q4	$1.27M	Buy	15,100 +30	+0.2%	+$2.48K	0.84%	36
2021 Q3	$1.17M	Sell	15,070 -190	-1%	-$14.9K	0.85%	36
2021 Q2	$1.18M	Sell	15,260 -110	-0.7%	-$8.44K	0.85%	37
2021 Q1	$1.15M	Sell	15,370 -600	-4%	-$43.7K	0.89%	38
2020 Q4	$1.13M	Buy	15,970 +58	+0.4%	+$3.85K	0.91%	33
2020 Q3	$995K	Buy	15,912 +132	+0.8%	+$7.97K	0.9%	33
2020 Q2	$864K	Sell	15,780 -180	-1%	-$9.31K	0.86%	42
2020 Q1	$707K	Sell	15,960 -860	-5%	-$46K	0.86%	45
2019 Q4	$960K	Buy	16,820 +200	+1%	+$11.1K	0.88%	43
2019 Q3	$903K	Buy	16,620 +980	+6%	+$53.8K	0.89%	40
2019 Q2	$851K	Buy	15,640 +560	+4%	+$29.8K	0.85%	42
2019 Q1	$770K	Buy	15,080 +1,300	+9%	+$63.9K	0.8%	46
2018 Q4	$623K	Buy	+13,780	New	+$670K	0.77%	52

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

Garrison Point Advisors's IYC Position: Q2 2026 in Review

Garrison Point Advisors reduced its iShares US Consumer Discretionary ETF (IYC) stake by 2.6% in Q2 2026, selling an estimated $37.8K and leaving 13,970 shares worth $1.41M. The position accounts for 0.57% of the portfolio, ranked #51.

Garrison Point Advisors first reported a position in IYC in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.48M in Q4 2025. 241 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Garrison Point Advisors held 13,970 shares of iShares US Consumer Discretionary ETF worth $1.41M as of Q2 2026.
Garrison Point Advisors sold 373 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $37.8K.
iShares US Consumer Discretionary ETF made up 0.57% of Garrison Point Advisors's portfolio in Q2 2026, its #51 holding.
Garrison Point Advisors first reported a position in iShares US Consumer Discretionary ETF in Q4 2018 and has held it in 31 quarters since.
Garrison Point Advisors's iShares US Consumer Discretionary ETF position peaked at $1.48M in Q4 2025.
241 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Garrison Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.