Patton Albertson Miller Group’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Patton Albertson Miller 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	$763K	Hold	7,551	–	–	0.08%	135
2026 Q1	$732K	Hold	7,551	–	–	0.09%	134
2025 Q4	$779K	Hold	7,551	–	–	0.09%	132
2025 Q3	$791K	Sell	7,551 -4,561	-38%	-$467K	0.1%	128
2025 Q2	$1.21M	Hold	12,112	–	–	0.16%	104
2025 Q1	$1.07M	Sell	12,112 -1,036	-8%	-$98.9K	0.16%	111
2024 Q4	$1.26M	Hold	13,148	–	–	0.17%	103
2024 Q3	$1.16M	Hold	13,148	–	–	0.16%	107
2024 Q2	$1.07M	Hold	13,148	–	–	0.15%	106
2024 Q1	$1.08M	Sell	13,148 -1,160	-8%	-$90.4K	0.16%	105
2023 Q4	$1.08M	Hold	14,308	–	–	0.18%	107
2023 Q3	$958K	Hold	14,308	–	–	0.19%	112
2023 Q2	$1.02M	Hold	14,308	–	–	0.2%	111
2023 Q1	$926K	Sell	14,308 -20	-0.1%	-$1.25K	0.17%	117
2022 Q4	$816K	Hold	14,328	–	–	0.15%	128
2022 Q3	$834K	Hold	14,328	–	–	0.18%	123
2022 Q2	$813K	Hold	14,328	–	–	0.17%	129
2022 Q1	$1.07M	Buy	14,328 +6,112	+74%	+$460K	0.18%	123
2021 Q4	$690K	Buy	8,216 +1,540	+23%	+$128K	0.11%	154
2021 Q3	$516K	Buy	+6,676	New	+$525K	0.1%	165

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

Patton Albertson Miller Group's IYC Position: Q2 2026 in Review

Patton Albertson Miller Group held its iShares US Consumer Discretionary ETF (IYC) position steady in Q2 2026 at 7,551 shares worth $763K. The position accounts for 0.08% of the portfolio, ranked #135.

Patton Albertson Miller Group first reported a position in IYC in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.26M in Q4 2024. 241 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Patton Albertson Miller Group held 7,551 shares of iShares US Consumer Discretionary ETF worth $763K as of Q2 2026.
Patton Albertson Miller Group left its iShares US Consumer Discretionary ETF share count unchanged in Q2 2026.
iShares US Consumer Discretionary ETF made up 0.08% of Patton Albertson Miller Group's portfolio in Q2 2026, its #135 holding.
Patton Albertson Miller Group first reported a position in iShares US Consumer Discretionary ETF in Q3 2021 and has held it in 20 quarters since.
Patton Albertson Miller Group's iShares US Consumer Discretionary ETF position peaked at $1.26M in Q4 2024.
241 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Patton Albertson Miller Group's 13F filing for Q2 2026, filed 22 Jul 2026.