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

Patriot Investment Management Group’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	$491K	Buy	4,855 +1	+0%	+$101	0.03%	168
2026 Q1	$470K	Hold	4,854	–	–	0.03%	165
2025 Q4	$501K	Hold	4,854	–	–	0.03%	163
2025 Q3	$509K	Buy	4,854 +1	+0%	+$102	0.03%	159
2025 Q2	$484K	Sell	4,853 -370	-7%	-$34.3K	0.03%	165
2025 Q1	$461K	Buy	5,223 +1	+0%	+$95	0.03%	161
2024 Q4	$502K	Hold	5,222	–	–	0.04%	154
2024 Q3	$459K	Hold	5,222	–	–	0.03%	170
2024 Q2	$424K	Buy	5,222 +1	+0%	+$80	0.03%	172
2024 Q1	$428K	Hold	5,221	–	–	0.03%	176
2023 Q4	$396K	Buy	5,221 +1	+0%	+$70	0.03%	178
2023 Q3	$349K	Hold	5,220	–	–	0.03%	185
2023 Q2	$371K	Buy	5,220 +1	+0%	+$66	0.03%	187
2023 Q1	$338K	Hold	5,219	–	–	0.03%	190
2022 Q4	$338K	Buy	5,219 +2	+0%	+$120	0.03%	197
2022 Q3	$303K	Hold	5,217	–	–	0.03%	199
2022 Q2	$296K	Hold	5,217	–	–	0.03%	199
2022 Q1	$391K	Buy	5,217 +1	+0%	+$75	0.03%	192
2021 Q4	$438K	Sell	5,216 -20	-0.4%	-$1.66K	0.04%	189
2021 Q3	$404K	Hold	5,236	–	–	0.04%	190
2021 Q2	$406K	Buy	5,236 +1	+0%	+$77	0.04%	187
2021 Q1	$391K	Sell	5,235 -360	-6%	-$26.2K	0.04%	181
2020 Q4	$394K	Sell	5,595 -1,665	-23%	-$111K	0.06%	135
2020 Q3	$453K	Buy	7,260 +1,240	+21%	+$74.9K	0.05%	152
2020 Q2	$330K	Hold	6,020	–	–	0.04%	173
2020 Q1	$266K	Hold	6,020	–	–	0.04%	175
2019 Q4	$343K	Buy	6,020 +4	+0.1%	+$222	0.04%	177
2019 Q3	$323K	Hold	6,016	–	–	0.04%	174
2019 Q2	$327K	Hold	6,016	–	–	0.05%	173
2019 Q1	$307K	Buy	+6,016	New	+$296K	0.05%	178

Other funds holding IYC

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SCA

Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return

SAFS

S&A Financial Services Overland Park, Kansas $164M AUM

SCA

Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

WCM

Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return

AWM

Ameliora Wealth Management Zurich, Switzerland $337M AUM 21.71% 1-Year Est. Return

Patriot Investment Management Group's IYC Position: Q2 2026 in Review

Patriot Investment Management Group increased its iShares US Consumer Discretionary ETF (IYC) stake by 0.02% in Q2 2026, buying an estimated $101 and bringing the position to 4,855 shares worth $491K. The position accounts for 0.03% of the portfolio, ranked #168.

Patriot Investment Management Group first reported a position in IYC in Q1 2019 and has held it in 30 quarters since. The position peaked at $509K in Q3 2025. 67 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Patriot Investment Management Group held 4,855 shares of iShares US Consumer Discretionary ETF worth $491K as of Q2 2026.
Patriot Investment Management Group bought 1 iShares US Consumer Discretionary ETF share in Q2 2026, an estimated $101.
iShares US Consumer Discretionary ETF made up 0.03% of Patriot Investment Management Group's portfolio in Q2 2026, its #168 holding.
Patriot Investment Management Group first reported a position in iShares US Consumer Discretionary ETF in Q1 2019 and has held it in 30 quarters since.
Patriot Investment Management Group's iShares US Consumer Discretionary ETF position peaked at $509K in Q3 2025.
67 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.