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Pinnacle Associates’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Pinnacle Associates’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
Q1 		$210K Hold
2,165
– – ﹤0.01% 902
2025
Q4 		$223K Sell
2,165
-335
-13% -$34.5K ﹤0.01% 874
2025
Q3 		$262K Sell
2,500
-100
-4% -$10.2K ﹤0.01% 790
2025
Q2 		$259K Hold
2,600
– – ﹤0.01% 774
2025
Q1 		$230K Hold
2,600
– – ﹤0.01% 772
2024
Q4 		$250K Buy
+2,600
New +$243K ﹤0.01% 760
2024
Q3 		– Sell
-2,600
Closed -$211K – 824
2024
Q2 		$211K Hold
2,600
– – ﹤0.01% 767
2024
Q1 		$213K Buy
+2,600
New +$203K ﹤0.01% 782

Other funds holding IYC

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return