Lakeshore Capital Group’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Lakeshore Capital Group’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	$1.13M	Sell	11,217 -31	-0.3%	-$3.14K	0.84%	37
2026 Q1	$1.09M	Sell	11,248 -139	-1%	-$14.2K	0.89%	37
2025 Q4	$1.17M	Sell	11,387 -131	-1%	-$13.5K	0.94%	32
2025 Q3	$1.21M	Buy	11,518 +52	+0.5%	+$5.33K	0.97%	32
2025 Q2	$1.14M	Sell	11,466 -1,140	-9%	-$106K	1.01%	32
2025 Q1	$1.11M	Buy	+12,606	New	+$1.2M	1.07%	32

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

Lakeshore Capital Group's IYC Position: Q2 2026 in Review

Lakeshore Capital Group reduced its iShares US Consumer Discretionary ETF (IYC) stake by 0.28% in Q2 2026, selling an estimated $3.14K and leaving 11,217 shares worth $1.13M. The position accounts for 0.84% of the portfolio, ranked #37.

Lakeshore Capital Group first reported a position in IYC in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.21M in Q3 2025. 241 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Lakeshore Capital Group held 11,217 shares of iShares US Consumer Discretionary ETF worth $1.13M as of Q2 2026.
Lakeshore Capital Group sold 31 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $3.14K.
iShares US Consumer Discretionary ETF made up 0.84% of Lakeshore Capital Group's portfolio in Q2 2026, its #37 holding.
Lakeshore Capital Group first reported a position in iShares US Consumer Discretionary ETF in Q1 2025 and has held it in 6 quarters since.
Lakeshore Capital Group's iShares US Consumer Discretionary ETF position peaked at $1.21M in Q3 2025.
241 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Lakeshore Capital Group's 13F filing for Q2 2026, filed 31 Jul 2026.