Moors & Cabot’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Moors & Cabot’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	$365K	Sell	3,607 -1,388	-28%	-$141K	0.01%	670
2026 Q1	$484K	Sell	4,995 -863	-15%	-$88K	0.02%	559
2025 Q4	$604K	Sell	5,858 -622	-10%	-$64K	0.03%	488
2025 Q3	$679K	Buy	6,480 +72	+1%	+$7.38K	0.03%	445
2025 Q2	$638K	Buy	+6,408	New	+$594K	0.03%	445

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

Moors & Cabot's IYC Position: Q2 2026 in Review

Moors & Cabot reduced its iShares US Consumer Discretionary ETF (IYC) stake by 28% in Q2 2026, selling an estimated $141K and leaving 3,607 shares worth $365K. The position accounts for 0.01% of the portfolio, ranked #670.

Moors & Cabot first reported a position in IYC in Q2 2025 and has held it in 5 quarters since. The position peaked at $679K in Q3 2025. 241 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Moors & Cabot held 3,607 shares of iShares US Consumer Discretionary ETF worth $365K as of Q2 2026.
Moors & Cabot sold 1,388 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $141K.
iShares US Consumer Discretionary ETF made up 0.01% of Moors & Cabot's portfolio in Q2 2026, its #670 holding.
Moors & Cabot first reported a position in iShares US Consumer Discretionary ETF in Q2 2025 and has held it in 5 quarters since.
Moors & Cabot's iShares US Consumer Discretionary ETF position peaked at $679K in Q3 2025.
241 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.