Signature Estate & Investment Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Signature Estate & 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 Q2	$642K	Buy	6,349 +9	+0.1%	+$912	0.01%	382
2026 Q1	$614K	Buy	6,340 +9	+0.1%	+$918	0.01%	377
2025 Q4	$653K	Buy	6,331 +6	+0.1%	+$617	0.01%	338
2025 Q3	$663K	Buy	6,325 +8	+0.1%	+$820	0.01%	331
2025 Q2	$629K	Buy	6,317 +9	+0.1%	+$834	0.01%	314
2025 Q1	$557K	Buy	+6,308	New	+$602K	0.01%	318

Other funds holding IYC

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

CCA

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Banque Transatlantique Paris, France $4.66B AUM 33.26% 1-Year Est. Return

SCA

Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return

Signature Estate & Investment Advisors's IYC Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its iShares US Consumer Discretionary ETF (IYC) stake by 0.14% in Q2 2026, buying an estimated $912 and bringing the position to 6,349 shares worth $642K. The position accounts for 0.01% of the portfolio, ranked #382.

Signature Estate & Investment Advisors first reported a position in IYC in Q1 2025 and has held it in 6 quarters since. The position peaked at $663K in Q3 2025. 138 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Signature Estate & Investment Advisors held 6,349 shares of iShares US Consumer Discretionary ETF worth $642K as of Q2 2026.
Signature Estate & Investment Advisors bought 9 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $912.
iShares US Consumer Discretionary ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #382 holding.
Signature Estate & Investment Advisors first reported a position in iShares US Consumer Discretionary ETF in Q1 2025 and has held it in 6 quarters since.
Signature Estate & Investment Advisors's iShares US Consumer Discretionary ETF position peaked at $663K in Q3 2025.
138 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.