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

MAI 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 Q2	$305K	Buy	3,013 +162	+6%	+$16.4K	﹤0.01%	1577
2026 Q1	$276K	Sell	2,851 -141	-5%	-$14.4K	﹤0.01%	1316
2025 Q4	$309K	Buy	2,992 +37	+1%	+$3.81K	﹤0.01%	1142
2025 Q3	$310K	Sell	2,955 -6	-0.2%	-$615	﹤0.01%	1087
2025 Q2	$295K	Sell	2,961 -521	-15%	-$48.3K	﹤0.01%	1016
2025 Q1	$308K	Hold	3,482	–	–	﹤0.01%	971
2024 Q4	$335K	Sell	3,482 -76	-2%	-$7.09K	﹤0.01%	961
2024 Q3	$313K	Sell	3,558 -110	-3%	-$9.1K	﹤0.01%	863
2024 Q2	$298K	Sell	3,668 -80	-2%	-$6.36K	﹤0.01%	995
2024 Q1	$307K	Sell	3,748 -180	-5%	-$14K	﹤0.01%	971
2023 Q4	$298K	Buy	+3,928	New	+$274K	﹤0.01%	869
2022 Q2	–	Sell	-4,349	Closed	-$326K	–	939
2022 Q1	$326K	Sell	4,349 -827	-16%	-$62.2K	0.01%	673
2021 Q4	$435K	Buy	+5,176	New	+$429K	0.01%	612

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

MAI Capital Management's IYC Position: Q2 2026 in Review

MAI Capital Management increased its iShares US Consumer Discretionary ETF (IYC) stake by 5.7% in Q2 2026, buying an estimated $16.4K and bringing the position to 3,013 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #1577.

MAI Capital Management first reported a position in IYC in Q4 2021 and has held it in 13 quarters since. The position peaked at $435K in Q4 2021. 241 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

MAI Capital Management held 3,013 shares of iShares US Consumer Discretionary ETF worth $305K as of Q2 2026.
MAI Capital Management bought 162 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $16.4K.
iShares US Consumer Discretionary ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1577 holding.
MAI Capital Management first reported a position in iShares US Consumer Discretionary ETF in Q4 2021 and has held it in 13 quarters since.
MAI Capital Management's iShares US Consumer Discretionary ETF position peaked at $435K in Q4 2021.
241 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.