Sierra Summit Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Sierra Summit 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 Q2	$226K	Hold	2,235	–	–	0.03%	181
2026 Q1	$217K	Hold	2,235	–	–	0.03%	174
2025 Q4	$230K	Hold	2,235	–	–	0.04%	167
2025 Q3	$234K	Hold	2,235	–	–	0.04%	171
2025 Q2	$223K	Buy	+2,235	New	+$207K	0.04%	171
2025 Q1	–	Sell	-2,235	Closed	-$215K	–	185
2024 Q4	$215K	Buy	+2,235	New	+$209K	0.04%	147

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

Sierra Summit Advisors's IYC Position: Q2 2026 in Review

Sierra Summit Advisors held its iShares US Consumer Discretionary ETF (IYC) position steady in Q2 2026 at 2,235 shares worth $226K. The position accounts for 0.03% of the portfolio, ranked #181.

Sierra Summit Advisors first reported a position in IYC in Q4 2024 and has held it in 6 quarters since. The position peaked at $234K in Q3 2025. 241 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Sierra Summit Advisors held 2,235 shares of iShares US Consumer Discretionary ETF worth $226K as of Q2 2026.
Sierra Summit Advisors left its iShares US Consumer Discretionary ETF share count unchanged in Q2 2026.
iShares US Consumer Discretionary ETF made up 0.03% of Sierra Summit Advisors's portfolio in Q2 2026, its #181 holding.
Sierra Summit Advisors first reported a position in iShares US Consumer Discretionary ETF in Q4 2024 and has held it in 6 quarters since.
Sierra Summit Advisors's iShares US Consumer Discretionary ETF position peaked at $234K in Q3 2025.
241 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.