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Sonata Capital Group’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Sonata Capital Group’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 Sell
6,346
-250
-4% -$25.3K 0.21% 69
2026
Q1 		$639K Hold
6,596
– – 0.24% 68
2025
Q4 		$680K Hold
6,596
– – 0.25% 66
2025
Q3 		$691K Hold
6,596
– – 0.26% 65
2025
Q2 		$657K Hold
6,596
– – 0.26% 63
2025
Q1 		$583K Hold
6,596
– – 0.25% 63
2024
Q4 		$634K Hold
6,596
– – 0.26% 62
2024
Q3 		$580K Sell
6,596
-1,000
-13% -$82.7K 0.25% 64
2024
Q2 		$617K Hold
7,596
– – 0.32% 46
2024
Q1 		$623K Hold
7,596
– – 0.28% 62
2023
Q4 		$576K Sell
7,596
-1,500
-16% -$105K 0.29% 60
2023
Q3 		$609K Sell
9,096
-600
-6% -$42.4K 0.33% 56
2023
Q2 		$690K Sell
9,696
-400
-4% -$26.3K 0.36% 51
2023
Q1 		$653K Sell
10,096
-100
-1% -$6.27K 0.35% 52
2022
Q4 		$581K Hold
10,196
– – 0.32% 58
2022
Q3 		$593K Sell
10,196
-200
-2% -$12.7K 0.33% 56
2022
Q2 		$590K Hold
10,396
– – 0.31% 62
2022
Q1 		$780K Sell
10,396
-200
-2% -$15K 0.34% 55
2021
Q4 		$890K Hold
10,596
– – 0.37% 53
2021
Q3 		$819K Sell
10,596
-1,200
-10% -$94.4K 0.37% 54
2021
Q2 		$916K Sell
11,796
-100
-0.8% -$7.67K 0.42% 52
2021
Q1 		$890K Sell
11,896
-400
-3% -$29.1K 0.43% 52
2020
Q4 		$867K Buy
12,296
+800
+7% +$53.1K 0.43% 54
2020
Q3 		$719K Buy
+11,496
New +$694K 0.42% 59
2019
Q3 		– Sell
-5,076
Closed -$276K – 109
2019
Q2 		$276K Sell
5,076
-1,864
-27% -$99.1K 0.19% 89
2019
Q1 		$354K Sell
6,940
-100
-1% -$4.92K 0.26% 76
2018
Q4 		$318K Buy
7,040
+800
+13% +$38.9K 0.26% 74
2018
Q3 		$330K Hold
6,240
– – 0.22% 82
2018
Q2 		$302K Hold
6,240
– – 0.22% 86
2018
Q1 		$284K Sell
6,240
-1,720
-22% -$80.9K 0.21% 86
2017
Q4 		$357K Sell
7,960
-1,800
-18% -$76.6K 0.26% 83
2017
Q3 		$400K Hold
9,760
– – 0.3% 77
2017
Q2 		$400K Hold
9,760
– – 0.3% 75
2017
Q1 		$393K Hold
9,760
– – 0.3% 73
2016
Q4 		$369K Sell
9,760
-800
-8% -$29.8K 0.29% 75
2016
Q3 		$388K Hold
10,560
– – 0.32% 73
2016
Q2 		$379K Sell
10,560
-800
-7% -$28.9K 0.32% 71
2016
Q1 		$414K Hold
11,360
– – 0.36% 63
2015
Q4 		$411K Hold
11,360
– – 0.36% 66
2015
Q3 		$391K Hold
11,360
– – 0.36% 68
2015
Q2 		$406K Hold
11,360
– – 0.35% 66
2015
Q1 		$410K Hold
11,360
– – 0.36% 64
2014
Q4 		$391K Buy
+11,360
New +$367K 0.35% 63

Other funds holding IYC

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BT
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
SAFS
S&A Financial Services Overland Park, Kansas $164M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SCA
Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return

Sonata Capital Group's IYC Position: Q2 2026 in Review

Sonata Capital Group reduced its iShares US Consumer Discretionary ETF (IYC) stake by 3.8% in Q2 2026, selling an estimated $25.3K and leaving 6,346 shares worth $642K. The position accounts for 0.21% of the portfolio, ranked #69.

Sonata Capital Group first reported a position in IYC in Q4 2014 and has held it in 43 quarters since. The position peaked at $916K in Q2 2021. 90 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

  • Sonata Capital Group held 6,346 shares of iShares US Consumer Discretionary ETF worth $642K as of Q2 2026.
  • Sonata Capital Group sold 250 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $25.3K.
  • iShares US Consumer Discretionary ETF made up 0.21% of Sonata Capital Group's portfolio in Q2 2026, its #69 holding.
  • Sonata Capital Group first reported a position in iShares US Consumer Discretionary ETF in Q4 2014 and has held it in 43 quarters since.
  • Sonata Capital Group's iShares US Consumer Discretionary ETF position peaked at $916K in Q2 2021.
  • 90 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Sonata Capital Group's 13F filing for Q2 2026, filed 24 Jul 2026.