Regatta Research & Money Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Regatta Research & Money 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 Q2	$12.6K	Buy	+125	New	+$12.7K	0.01%	468

Other funds holding IYC

HIIFS

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Regatta Research & Money Management's IYC Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in iShares US Consumer Discretionary ETF (IYC) in Q2 2026: 125 shares worth $12.6K. The stake represents 0.01% of the portfolio and ranks #468 among its holdings.

185 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Regatta Research & Money Management held 125 shares of iShares US Consumer Discretionary ETF worth $12.6K as of Q2 2026.
iShares US Consumer Discretionary ETF was a new Regatta Research & Money Management position in Q2 2026.
iShares US Consumer Discretionary ETF made up 0.01% of Regatta Research & Money Management's portfolio in Q2 2026, its #468 holding.
185 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.