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 Q2	–	Sell	-2,165	Closed	-$210K	–	995
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 $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

Pinnacle Associates's IYC Position: Q2 2026 in Review

Pinnacle Associates sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2026, closing a stake of 2,165 shares — an estimated $210K sold.

Pinnacle Associates first reported a position in IYC in Q1 2024 and held it in 8 quarters. The position peaked at $262K in Q3 2025. 242 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Pinnacle Associates reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2026 after selling out during the quarter.
Pinnacle Associates sold 2,165 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $210K.
Pinnacle Associates first reported a position in iShares US Consumer Discretionary ETF in Q1 2024 and held it in 8 quarters.
Pinnacle Associates's iShares US Consumer Discretionary ETF position peaked at $262K in Q3 2025.
242 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.