Sound Income Strategies’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Sound Income Strategies’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	–	Sell	-1,434	Closed	-$140K	–	1448
2026 Q1	$140K	Sell	1,434 -20	-1%	-$2.04K	0.01%	507
2025 Q4	$154K	Buy	1,454 +1,404	+2,808%	+$144K	0.01%	481
2025 Q3	$5.18K	Hold	50	–	–	﹤0.01%	1166
2025 Q2	$5K	Sell	50 -313	-86%	-$29K	﹤0.01%	1081
2025 Q1	$32.1K	Buy	+363	New	+$34.6K	﹤0.01%	609
2022 Q4	–	Sell	-5	Closed	–	–	1000
2022 Q3	$0	Buy	+5	New	+$318	﹤0.01%	934

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 Fairfield, Iowa $44.6B AUM 28.94% 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 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

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Sound Income Strategies's IYC Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2026, closing a stake of 1,434 shares — an estimated $140K sold.

Sound Income Strategies first reported a position in IYC in Q3 2022 and held it in 6 quarters. The position peaked at $154K in Q4 2025. 82 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Sound Income Strategies reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 1,434 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $140K.
Sound Income Strategies first reported a position in iShares US Consumer Discretionary ETF in Q3 2022 and held it in 6 quarters.
Sound Income Strategies's iShares US Consumer Discretionary ETF position peaked at $154K in Q4 2025.
82 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.