Lee Johnson Capital Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Lee Johnson Capital Management’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	–	Sell	-16,393	Closed	-$1.69M	–	98
2025 Q4	$1.69M	Sell	16,393 -858	-5%	-$88.3K	0.58%	42
2025 Q3	$1.81M	Buy	17,251 +174	+1%	+$17.8K	0.6%	44
2025 Q2	$1.7M	Buy	+17,077	New	+$1.58M	0.59%	30

Other funds holding IYC

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lee Johnson Capital Management's IYC Position: Q1 2026 in Review

Lee Johnson Capital Management sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2026, closing a stake of 16,393 shares — an estimated $1.69M sold.

Lee Johnson Capital Management first reported a position in IYC in Q2 2025 and held it in 3 quarters. The position peaked at $1.81M in Q3 2025. 251 funds tracked by Wall St. Rank hold IYC as of Q1 2026.

Lee Johnson Capital Management reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2026 after selling out during the quarter.
Lee Johnson Capital Management sold 16,393 iShares US Consumer Discretionary ETF shares in Q1 2026, an estimated $1.69M.
Lee Johnson Capital Management first reported a position in iShares US Consumer Discretionary ETF in Q2 2025 and held it in 3 quarters.
Lee Johnson Capital Management's iShares US Consumer Discretionary ETF position peaked at $1.81M in Q3 2025.
251 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2026.

Based on Lee Johnson Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.