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

Latitude 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	$228K	Hold	2,257	–	–	0.09%	225
2026 Q1	$219K	Hold	2,257	–	–	0.1%	202
2025 Q4	$233K	Buy	2,257 +265	+13%	+$27.3K	0.1%	202
2025 Q3	$209K	Buy	+1,992	New	+$204K	0.1%	209
2022 Q2	–	Sell	-7,740	Closed	-$581K	–	230
2022 Q1	$581K	Buy	7,740 +2,566	+50%	+$193K	0.13%	160
2021 Q4	$435K	Sell	5,174 -1,744	-25%	-$144K	0.12%	174
2021 Q3	$535K	Buy	6,918 +3,459	+100%	+$272K	0.17%	126
2021 Q2	$268K	Hold	3,459	–	–	0.2%	131
2021 Q1	$259K	Buy	3,459 +67	+2%	+$4.88K	0.21%	121
2020 Q4	$239K	Buy	+3,392	New	+$225K	0.21%	111

Other funds holding IYC

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

CCA

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Banque Transatlantique Paris, France $4.66B AUM 33.26% 1-Year Est. Return

SCA

Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return

SAFS

S&A Financial Services Overland Park, Kansas $164M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SCA

Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return

Latitude Advisors's IYC Position: Q2 2026 in Review

Latitude Advisors held its iShares US Consumer Discretionary ETF (IYC) position steady in Q2 2026 at 2,257 shares worth $228K. The position accounts for 0.09% of the portfolio, ranked #225.

Latitude Advisors first reported a position in IYC in Q4 2020 and has held it in 10 quarters since. The position peaked at $581K in Q1 2022. 86 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Latitude Advisors held 2,257 shares of iShares US Consumer Discretionary ETF worth $228K as of Q2 2026.
Latitude Advisors left its iShares US Consumer Discretionary ETF share count unchanged in Q2 2026.
iShares US Consumer Discretionary ETF made up 0.09% of Latitude Advisors's portfolio in Q2 2026, its #225 holding.
Latitude Advisors first reported a position in iShares US Consumer Discretionary ETF in Q4 2020 and has held it in 10 quarters since.
Latitude Advisors's iShares US Consumer Discretionary ETF position peaked at $581K in Q1 2022.
86 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.