Patten & Patten’s iShares US Consumer Discretionary ETF IYC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.88M | Sell |
18,614
-80
| -0.4% | -$8.11K | 0.1% | 140 |
|
|
2026
Q1 | $1.81M | Sell |
18,694
-25
| -0.1% | -$2.55K | 0.11% | 136 |
|
|
2025
Q4 | $1.93M | Sell |
18,719
-325
| -2% | -$33.4K | 0.11% | 133 |
|
|
2025
Q3 | $2M | Buy |
19,044
+11,312
| +146% | +$1.16M | 0.12% | 127 |
|
|
2025
Q2 | $770K | Sell |
7,732
-130
| -2% | -$12K | 0.05% | 195 |
|
|
2025
Q1 | $694K | Sell |
7,862
-165
| -2% | -$15.7K | 0.05% | 192 |
|
|
2024
Q4 | $772K | Sell |
8,027
-195
| -2% | -$18.2K | 0.05% | 188 |
|
|
2024
Q3 | $723K | Sell |
8,222
-20
| -0.2% | -$1.66K | 0.05% | 192 |
|
|
2024
Q2 | $670K | Sell |
8,242
-155
| -2% | -$12.3K | 0.05% | 189 |
|
|
2024
Q1 | $688K | Buy |
8,397
+685
| +9% | +$53.4K | 0.05% | 195 |
|
|
2023
Q4 | $584K | Sell |
7,712
-60
| -0.8% | -$4.18K | 0.05% | 183 |
|
|
2023
Q3 | $520K | Hold |
7,772
| – | – | 0.05% | 193 |
|
|
2023
Q2 | $553K | Sell |
7,772
-45
| -0.6% | -$2.95K | 0.05% | 191 |
|
|
2023
Q1 | $506K | Sell |
7,817
-85
| -1% | -$5.33K | 0.04% | 192 |
|
|
2022
Q4 | $450K | Sell |
7,902
-30
| -0.4% | -$1.79K | 0.04% | 195 |
|
|
2022
Q3 | $462K | Hold |
7,932
| – | – | 0.04% | 195 |
|
|
2022
Q2 | $450K | Hold |
7,932
| – | – | 0.04% | 204 |
|
|
2022
Q1 | $595K | Sell |
7,932
-200
| -2% | -$15K | 0.04% | 195 |
|
|
2021
Q4 | $683K | Hold |
8,132
| – | – | 0.05% | 183 |
|
|
2021
Q3 | $629K | Hold |
8,132
| – | – | 0.05% | 183 |
|
|
2021
Q2 | $631K | Buy |
8,132
+360
| +5% | +$27.6K | 0.05% | 189 |
|
|
2021
Q1 | $582K | Hold |
7,772
| – | – | 0.05% | 187 |
|
|
2020
Q4 | $548K | Sell |
7,772
-420
| -5% | -$27.9K | 0.05% | 184 |
|
|
2020
Q3 | $512K | Buy |
8,192
+440
| +6% | +$26.6K | 0.05% | 179 |
|
|
2020
Q2 | $424K | Sell |
7,752
-40
| -0.5% | -$2.07K | 0.05% | 182 |
|
|
2020
Q1 | $345K | Sell |
7,792
-180
| -2% | -$9.62K | 0.05% | 182 |
|
|
2019
Q4 | $455K | Buy |
7,972
+1,560
| +24% | +$86.6K | 0.05% | 184 |
|
|
2019
Q3 | $348K | Buy |
6,412
+160
| +3% | +$8.78K | 0.04% | 194 |
|
|
2019
Q2 | $340K | Sell |
6,252
-100
| -2% | -$5.32K | 0.04% | 195 |
|
|
2019
Q1 | $324K | Sell |
6,352
-100
| -2% | -$4.92K | 0.04% | 192 |
|
|
2018
Q4 | $292K | Buy |
6,452
+140
| +2% | +$6.81K | 0.04% | 196 |
|
|
2018
Q3 | $334K | Buy |
6,312
+860
| +16% | +$43.8K | 0.03% | 196 |
|
|
2018
Q2 | $264K | Buy |
5,452
+20
| +0.4% | +$942 | 0.03% | 212 |
|
|
2018
Q1 | $248K | Buy |
+5,432
| New | +$255K | 0.03% | 217 |
|
Other funds holding IYC
HIIFS
PCH
Patten & Patten's IYC Position: Q2 2026 in Review
Patten & Patten reduced its iShares US Consumer Discretionary ETF (IYC) stake by 0.43% in Q2 2026, selling an estimated $8.11K and leaving 18,614 shares worth $1.88M. The position accounts for 0.1% of the portfolio, ranked #140.
Patten & Patten first reported a position in IYC in Q1 2018 and has held it in 34 quarters since. The position peaked at $2M in Q3 2025. 241 funds tracked by Wall St. Rank hold IYC as of Q2 2026.
- Patten & Patten held 18,614 shares of iShares US Consumer Discretionary ETF worth $1.88M as of Q2 2026.
- Patten & Patten sold 80 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $8.11K.
- iShares US Consumer Discretionary ETF made up 0.1% of Patten & Patten's portfolio in Q2 2026, its #140 holding.
- Patten & Patten first reported a position in iShares US Consumer Discretionary ETF in Q1 2018 and has held it in 34 quarters since.
- Patten & Patten's iShares US Consumer Discretionary ETF position peaked at $2M in Q3 2025.
- 241 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.
Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.