Samalin Investment Counsel’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Samalin Investment Counsel’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	$378K	Buy	3,736 +56	+2%	+$5.67K	0.12%	212
2026 Q1	$357K	Sell	3,680 -208	-5%	-$21.2K	0.13%	220
2025 Q4	$401K	Buy	3,888 +2	+0.1%	+$206	0.14%	201
2025 Q3	$407K	Buy	3,886 +3	+0.1%	+$307	0.14%	204
2025 Q2	$387K	Buy	3,883 +71	+2%	+$6.58K	0.15%	213
2025 Q1	$337K	Buy	3,812 +3	+0.1%	+$286	0.14%	223
2024 Q4	$366K	Sell	3,809 -232	-6%	-$21.7K	0.16%	196
2024 Q3	$355K	Buy	4,041 +4	+0.1%	+$331	0.15%	201
2024 Q2	$328K	Buy	4,037 +2	+0%	+$159	0.15%	205
2024 Q1	$331K	Sell	4,035 -200	-5%	-$15.6K	0.16%	203
2023 Q4	$321K	Hold	4,235	–	–	0.16%	203
2023 Q3	$284K	Sell	4,235 -221	-5%	-$15.6K	0.16%	178
2023 Q2	$317K	Hold	4,456	–	–	0.17%	162
2023 Q1	$288K	Buy	4,456 +229	+5%	+$14.4K	0.17%	171
2022 Q4	$241K	Sell	4,227 -525	-11%	-$31.4K	0.15%	185
2022 Q3	$277K	Buy	4,752 +250	+6%	+$15.9K	0.2%	142
2022 Q2	$255K	Buy	4,502 +25	+0.6%	+$1.61K	0.18%	169
2022 Q1	$336K	Sell	4,477 -177	-4%	-$13.3K	0.2%	153
2021 Q4	$391K	Sell	4,654 -33	-0.7%	-$2.73K	0.23%	133
2021 Q3	$362K	Sell	4,687 -149	-3%	-$11.7K	0.24%	144
2021 Q2	$375K	Hold	4,836	–	–	0.24%	145
2021 Q1	$361K	Hold	4,836	–	–	0.24%	139
2020 Q4	$341K	Hold	4,836	–	–	0.26%	136
2020 Q3	$302K	Buy	4,836 +324	+7%	+$19.6K	0.27%	119
2020 Q2	$247K	Buy	+4,512	New	+$233K	0.26%	128
2020 Q1	–	Sell	-5,012	Closed	-$285K	–	333
2019 Q4	$285K	Buy	+5,012	New	+$278K	0.24%	116

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

Samalin Investment Counsel's IYC Position: Q2 2026 in Review

Samalin Investment Counsel increased its iShares US Consumer Discretionary ETF (IYC) stake by 1.5% in Q2 2026, buying an estimated $5.67K and bringing the position to 3,736 shares worth $378K. The position accounts for 0.12% of the portfolio, ranked #212.

Samalin Investment Counsel first reported a position in IYC in Q4 2019 and has held it in 26 quarters since. The position peaked at $407K in Q3 2025. 243 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Samalin Investment Counsel held 3,736 shares of iShares US Consumer Discretionary ETF worth $378K as of Q2 2026.
Samalin Investment Counsel bought 56 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $5.67K.
iShares US Consumer Discretionary ETF made up 0.12% of Samalin Investment Counsel's portfolio in Q2 2026, its #212 holding.
Samalin Investment Counsel first reported a position in iShares US Consumer Discretionary ETF in Q4 2019 and has held it in 26 quarters since.
Samalin Investment Counsel's iShares US Consumer Discretionary ETF position peaked at $407K in Q3 2025.
243 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.