Prime Capital Investment Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Prime Capital Investment Advisors’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	$464K	Sell	4,786 -660	-12%	-$67.3K	0.01%	697
2025 Q4	$562K	Buy	5,446 +3	+0.1%	+$309	0.01%	616
2025 Q3	$570K	Sell	5,443 -137	-2%	-$14K	0.01%	603
2025 Q2	$556K	Sell	5,580 -3,042	-35%	-$282K	0.01%	583
2025 Q1	$762K	Buy	8,622 +3,169	+58%	+$302K	0.01%	556
2024 Q4	$524K	Sell	5,453 -42	-0.8%	-$3.92K	0.01%	554
2024 Q3	$483K	Hold	5,495	–	–	0.01%	599
2024 Q2	$447K	Hold	5,495	–	–	0.01%	603
2024 Q1	$450K	Sell	5,495 -27	-0.5%	-$2.1K	0.01%	646
2023 Q4	$418K	Buy	+5,522	New	+$385K	0.01%	624

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Prime Capital Investment Advisors's IYC Position: Q1 2026 in Review

Prime Capital Investment Advisors reduced its iShares US Consumer Discretionary ETF (IYC) stake by 12% in Q1 2026, selling an estimated $67.3K and leaving 4,786 shares worth $464K. The position accounts for 0.01% of the portfolio, ranked #697.

Prime Capital Investment Advisors first reported a position in IYC in Q4 2023 and has held it in 10 quarters since. The position peaked at $762K in Q1 2025. 251 funds tracked by Wall St. Rank hold IYC as of Q1 2026.

Prime Capital Investment Advisors held 4,786 shares of iShares US Consumer Discretionary ETF worth $464K as of Q1 2026.
Prime Capital Investment Advisors sold 660 iShares US Consumer Discretionary ETF shares in Q1 2026, an estimated $67.3K.
iShares US Consumer Discretionary ETF made up 0.01% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #697 holding.
Prime Capital Investment Advisors first reported a position in iShares US Consumer Discretionary ETF in Q4 2023 and has held it in 10 quarters since.
Prime Capital Investment Advisors's iShares US Consumer Discretionary ETF position peaked at $762K in Q1 2025.
251 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.