Independent Advisor Alliance’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Independent Advisor Alliance’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	–	Sell	-2,353	Closed	-$228K	–	1375
2026 Q1	$228K	Buy	+2,353	New	+$240K	﹤0.01%	1442
2017 Q2	–	Sell	-6,688	Closed	-$267K	–	325
2017 Q1	$267K	Buy	+6,688	New	+$263K	0.04%	325

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

Independent Advisor Alliance's IYC Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2026, closing a stake of 2,353 shares — an estimated $228K sold.

Independent Advisor Alliance first reported a position in IYC in Q1 2017 and held it in 2 quarters. The position peaked at $267K in Q1 2017. 241 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Independent Advisor Alliance reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 2,353 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $228K.
Independent Advisor Alliance first reported a position in iShares US Consumer Discretionary ETF in Q1 2017 and held it in 2 quarters.
Independent Advisor Alliance's iShares US Consumer Discretionary ETF position peaked at $267K in Q1 2017.
241 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.