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 Q2	$837K	Sell	8,275 -2,259	-21%	-$229K	0.11%	99
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

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

KKM Financial's IYC Position: Q2 2026 in Review

KKM Financial reduced its iShares US Consumer Discretionary ETF (IYC) stake by 21% in Q2 2026, selling an estimated $229K and leaving 8,275 shares worth $837K. The position accounts for 0.11% of the portfolio, ranked #99.

KKM Financial first reported a position in IYC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.09M in Q1 2026. 242 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

KKM Financial held 8,275 shares of iShares US Consumer Discretionary ETF worth $837K as of Q2 2026.
KKM Financial sold 2,259 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $229K.
iShares US Consumer Discretionary ETF made up 0.11% of KKM Financial's portfolio in Q2 2026, its #99 holding.
KKM Financial first reported a position in iShares US Consumer Discretionary ETF in Q4 2023 and has held it in 11 quarters since.
KKM Financial's iShares US Consumer Discretionary ETF position peaked at $1.09M in Q1 2026.
242 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.