Principal Securities’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Principal Securities’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	$3.03M	Sell	29,934 -13,400	-31%	-$1.36M	0.04%	402
2026 Q1	$4.2M	Buy	43,334 +4,884	+13%	+$498K	0.06%	299
2025 Q4	$3.97M	Buy	38,450 +7,938	+26%	+$817K	0.06%	296
2025 Q3	$3.2M	Sell	30,512 -7,537	-20%	-$772K	0.05%	325
2025 Q2	$3.79M	Buy	38,049 +30,336	+393%	+$2.81M	0.07%	262
2025 Q1	$742K	Hold	7,713	–	–	0.02%	656
2024 Q4	$742K	Sell	7,713 -41	-0.5%	-$3.83K	0.02%	651
2024 Q3	$682K	Buy	7,754 +512	+7%	+$42.4K	0.02%	658
2024 Q2	$589K	Buy	7,242 +173	+2%	+$13.8K	0.02%	645
2024 Q1	$579K	Buy	7,069 +159	+2%	+$12.4K	0.02%	609
2023 Q4	$524K	Buy	+6,910	New	+$482K	0.02%	577

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

Principal Securities's IYC Position: Q2 2026 in Review

Principal Securities reduced its iShares US Consumer Discretionary ETF (IYC) stake by 31% in Q2 2026, selling an estimated $1.36M and leaving 29,934 shares worth $3.03M. The position accounts for 0.04% of the portfolio, ranked #402.

Principal Securities first reported a position in IYC in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.2M in Q1 2026. 241 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Principal Securities held 29,934 shares of iShares US Consumer Discretionary ETF worth $3.03M as of Q2 2026.
Principal Securities sold 13,400 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $1.36M.
iShares US Consumer Discretionary ETF made up 0.04% of Principal Securities's portfolio in Q2 2026, its #402 holding.
Principal Securities first reported a position in iShares US Consumer Discretionary ETF in Q4 2023 and has held it in 11 quarters since.
Principal Securities's iShares US Consumer Discretionary ETF position peaked at $4.2M in Q1 2026.
241 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.