MTM Investment Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

MTM Investment 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	$83.8K	Hold	829	–	–	0.02%	292
2026 Q1	$80.3K	Sell	829 -55	-6%	-$5.61K	0.03%	279
2025 Q4	$91.2K	Hold	884	–	–	0.03%	273
2025 Q3	$92.6K	Hold	884	–	–	0.03%	274
2025 Q2	$88.1K	Hold	884	–	–	0.03%	278
2025 Q1	$78.7K	Hold	884	–	–	0.03%	219
2024 Q4	$85K	Hold	884	–	–	0.03%	213
2024 Q3	$77.2K	Hold	884	–	–	0.03%	221
2024 Q2	$71.9K	Hold	884	–	–	0.03%	210
2024 Q1	$72.5K	Hold	884	–	–	0.03%	213
2023 Q4	$67K	Hold	884	–	–	0.03%	204
2023 Q3	$59.2K	Hold	884	–	–	0.03%	200
2023 Q2	$62.9K	Hold	884	–	–	0.03%	208
2023 Q1	$57.2K	Hold	884	–	–	0.03%	211
2022 Q4	$50.4K	Hold	884	–	–	0.03%	214
2022 Q3	$51K	Sell	884 -400	-31%	-$25.5K	0.03%	206
2022 Q2	$74K	Hold	1,284	–	–	0.04%	201
2022 Q1	$96K	Hold	1,284	–	–	0.05%	210
2021 Q4	$108K	Hold	1,284	–	–	0.05%	208
2021 Q3	$99K	Hold	1,284	–	–	0.05%	193
2021 Q2	$100K	Hold	1,284	–	–	0.05%	191
2021 Q1	$96K	Hold	1,284	–	–	0.05%	182
2020 Q4	$91K	Buy	+1,284	New	+$85.3K	0.06%	172

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

MTM Investment Management's IYC Position: Q2 2026 in Review

MTM Investment Management held its iShares US Consumer Discretionary ETF (IYC) position steady in Q2 2026 at 829 shares worth $83.8K. The position accounts for 0.02% of the portfolio, ranked #292.

MTM Investment Management first reported a position in IYC in Q4 2020 and has held it in 23 quarters since. The position peaked at $108K in Q4 2021. 242 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

MTM Investment Management held 829 shares of iShares US Consumer Discretionary ETF worth $83.8K as of Q2 2026.
MTM Investment Management left its iShares US Consumer Discretionary ETF share count unchanged in Q2 2026.
iShares US Consumer Discretionary ETF made up 0.02% of MTM Investment Management's portfolio in Q2 2026, its #292 holding.
MTM Investment Management first reported a position in iShares US Consumer Discretionary ETF in Q4 2020 and has held it in 23 quarters since.
MTM Investment Management's iShares US Consumer Discretionary ETF position peaked at $108K in Q4 2021.
242 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.