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

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

LexAurum Advisors's IYC Position: Q2 2026 in Review

LexAurum Advisors increased its iShares US Consumer Discretionary ETF (IYC) stake by 0.12% in Q2 2026, buying an estimated $304 and bringing the position to 2,564 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #357.

LexAurum Advisors first reported a position in IYC in Q3 2018 and has held it in 24 quarters since. The position peaked at $316K in Q4 2021. 241 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

LexAurum Advisors held 2,564 shares of iShares US Consumer Discretionary ETF worth $259K as of Q2 2026.
LexAurum Advisors bought 3 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $304.
iShares US Consumer Discretionary ETF made up 0.03% of LexAurum Advisors's portfolio in Q2 2026, its #357 holding.
LexAurum Advisors first reported a position in iShares US Consumer Discretionary ETF in Q3 2018 and has held it in 24 quarters since.
LexAurum Advisors's iShares US Consumer Discretionary ETF position peaked at $316K in Q4 2021.
241 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.