KF
IYC icon

KKM Financial’s iShares US Consumer Discretionary ETF IYC Stock Holding History

KKM Financial’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 		$1.09M Hold
10,534
– – 0.19% 91
2025
Q4 		$1.09M Buy
10,534
+1,736
+20% +$179K 0.19% 91
2025
Q3 		$922K Sell
8,798
-895
-9% -$91.7K 0.29% 65
2025
Q2 		$966K Sell
9,693
-866
-8% -$80.2K 0.34% 71
2025
Q1 		$933K Buy
10,559
+337
+3% +$32.2K 0.39% 69
2024
Q4 		$983K Hold
10,222
– – 0.41% 67
2024
Q3 		$899K Hold
10,222
– – 0.44% 63
2024
Q2 		$820K Sell
10,222
-1,114
-10% -$88.6K 0.39% 72
2024
Q1 		$929K Hold
11,336
– – 0.45% 70
2023
Q4 		$859K Buy
+11,336
New +$790K 0.54% 62

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PCH
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Morgan Stanley
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Bank of America
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UBS Group
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return