LA
IYC icon

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

LexAurum 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 		$259K Buy
2,564
+3
+0.1% +$304 0.03% 357
2026
Q1 		$248K Buy
+2,561
New +$261K 0.03% 353
2025
Q3 		$304K Buy
2,902
+3
+0.1% +$307 0.04% 290
2025
Q2 		$289K Buy
2,899
+63
+2% +$5.84K 0.05% 282
2025
Q1 		$251K Buy
2,836
+3
+0.1% +$286 0.05% 296
2024
Q4 		$272K Buy
2,833
+2
+0.1% +$187 0.05% 274
2024
Q3 		$249K Buy
2,831
+3
+0.1% +$248 0.05% 262
2024
Q2 		$230K Sell
2,828
-77
-3% -$6.12K 0.06% 264
2024
Q1 		$238K Sell
2,905
-169
-5% -$13.2K 0.06% 260
2023
Q4 		$233K Buy
3,074
+9
+0.3% +$628 0.06% 263
2023
Q3 		$205K Sell
3,065
-120
-4% -$8.47K 0.06% 261
2023
Q2 		$227K Buy
3,185
+2
+0.1% +$131 0.07% 236
2023
Q1 		$206K Buy
+3,183
New +$200K 0.07% 236
2022
Q4 		– Sell
-3,678
Closed -$214K – 258
2022
Q3 		$214K Hold
3,678
– – 0.08% 217
2022
Q2 		$209K Sell
3,678
-80
-2% -$5.17K 0.08% 225
2022
Q1 		$282K Hold
3,758
– – 0.09% 195
2021
Q4 		$316K Hold
3,758
– – 0.1% 198
2021
Q3 		$291K Hold
3,758
– – 0.09% 225
2021
Q2 		$292K Sell
3,758
-40
-1% -$3.07K 0.09% 227
2021
Q1 		$284K Buy
3,798
+250
+7% +$18.2K 0.1% 204
2020
Q4 		$250K Hold
3,548
– – 0.09% 210
2020
Q3 		$222K Buy
+3,548
New +$214K 0.09% 205
2020
Q1 		– Sell
-3,548
Closed -$202K – 223
2019
Q4 		$202K Buy
+3,548
New +$197K 0.1% 193
2018
Q4 		– Sell
-3,788
Closed -$201K – 160
2018
Q3 		$201K Buy
+3,788
New +$193K 0.14% 147

Other funds holding IYC

FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
SCA
Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return
WCM
Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return