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

Genesee 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 Q1	$1.01M	Sell	10,385 -3,920	-27%	-$400K	0.42%	58
2025 Q4	$1.48M	Sell	14,305 -458	-3%	-$47.1K	0.59%	43
2025 Q3	$1.55M	Buy	14,763 +367	+3%	+$37.6K	0.67%	42
2025 Q2	$1.43M	Buy	14,396 +5,673	+65%	+$526K	0.64%	43
2025 Q1	$771K	Buy	8,723 +5,910	+210%	+$564K	0.39%	63
2024 Q4	$270K	Buy	+2,813	New	+$263K	0.13%	106
2022 Q1	–	Sell	-9,481	Closed	-$796K	–	120
2021 Q4	$796K	Buy	9,481 +173	+2%	+$14.3K	0.38%	59
2021 Q3	$720K	Buy	+9,308	New	+$732K	0.36%	64
2021 Q2	–	Sell	-11,671	Closed	-$873K	–	89
2021 Q1	$873K	Buy	11,671 +943	+9%	+$68.6K	0.52%	49
2020 Q4	$756K	Sell	10,728 -4,196	-28%	-$279K	0.5%	54
2020 Q3	$932K	Buy	14,924 +520	+4%	+$31.4K	0.77%	41
2020 Q2	$788K	Buy	14,404 +416	+3%	+$21.5K	0.73%	47
2020 Q1	$619K	Buy	+13,988	New	+$748K	0.59%	55

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Genesee Capital Advisors's IYC Position: Q1 2026 in Review

Genesee Capital Advisors reduced its iShares US Consumer Discretionary ETF (IYC) stake by 27% in Q1 2026, selling an estimated $400K and leaving 10,385 shares worth $1.01M. The position accounts for 0.42% of the portfolio, ranked #58.

Genesee Capital Advisors first reported a position in IYC in Q1 2020 and has held it in 13 quarters since. The position peaked at $1.55M in Q3 2025. 251 funds tracked by Wall St. Rank hold IYC as of Q1 2026.

Genesee Capital Advisors held 10,385 shares of iShares US Consumer Discretionary ETF worth $1.01M as of Q1 2026.
Genesee Capital Advisors sold 3,920 iShares US Consumer Discretionary ETF shares in Q1 2026, an estimated $400K.
iShares US Consumer Discretionary ETF made up 0.42% of Genesee Capital Advisors's portfolio in Q1 2026, its #58 holding.
Genesee Capital Advisors first reported a position in iShares US Consumer Discretionary ETF in Q1 2020 and has held it in 13 quarters since.
Genesee Capital Advisors's iShares US Consumer Discretionary ETF position peaked at $1.55M in Q3 2025.
251 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2026.

Based on Genesee Capital Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.