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

IBEX 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	$735K	Sell	7,271 -256	-3%	-$25.9K	0.06%	135
2026 Q1	$730K	Buy	+7,527	New	+$768K	0.07%	130
2025 Q4	–	Sell	-8,939	Closed	-$937K	–	162
2025 Q3	$937K	Sell	8,939 -18	-0.2%	-$1.84K	0.09%	119
2025 Q2	$892K	Sell	8,957 -1,555	-15%	-$144K	0.1%	114
2025 Q1	$929K	Sell	10,512 -13,581	-56%	-$1.3M	0.12%	105
2024 Q4	$2.32M	Buy	+24,093	New	+$2.25M	0.27%	78
2023 Q1	–	Sell	-8,367	Closed	-$477K	–	126
2022 Q4	$477K	Buy	8,367 +212	+3%	+$12.7K	0.11%	130
2022 Q3	$475K	Buy	8,155 +116	+1%	+$7.39K	0.12%	105
2022 Q2	$456K	Sell	8,039 -713	-8%	-$46.1K	0.11%	112
2022 Q1	$657K	Buy	8,752 +282	+3%	+$21.2K	0.13%	111
2021 Q4	$711K	Buy	8,470 +604	+8%	+$50K	0.13%	116
2021 Q3	$608K	Buy	7,866 +731	+10%	+$57.5K	0.12%	120
2021 Q2	$554K	Buy	+7,135	New	+$547K	0.11%	118
2019 Q3	–	Sell	-20,260	Closed	-$1.1M	–	231
2019 Q2	$1.1M	Buy	+20,260	New	+$1.08M	0.32%	100
2017 Q1	–	Sell	-80	Closed	-$3K	–	224
2016 Q4	$3K	Buy	+80	New	+$2.98K	﹤0.01%	417

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

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

IBEX Wealth Advisors reduced its iShares US Consumer Discretionary ETF (IYC) stake by 3.4% in Q2 2026, selling an estimated $25.9K and leaving 7,271 shares worth $735K. The position accounts for 0.06% of the portfolio, ranked #135.

IBEX Wealth Advisors first reported a position in IYC in Q4 2016 and has held it in 15 quarters since. The position peaked at $2.32M in Q4 2024. 241 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

IBEX Wealth Advisors held 7,271 shares of iShares US Consumer Discretionary ETF worth $735K as of Q2 2026.
IBEX Wealth Advisors sold 256 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $25.9K.
iShares US Consumer Discretionary ETF made up 0.06% of IBEX Wealth Advisors's portfolio in Q2 2026, its #135 holding.
IBEX Wealth Advisors first reported a position in iShares US Consumer Discretionary ETF in Q4 2016 and has held it in 15 quarters since.
IBEX Wealth Advisors's iShares US Consumer Discretionary ETF position peaked at $2.32M in Q4 2024.
241 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.