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Stillwater Capital Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Stillwater Capital 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
Q1 		$2.12M Sell
21,854
-4,476
-17% -$456K 0.24% 41
2025
Q4 		$2.72M Sell
26,330
-86
-0.3% -$8.85K 0.29% 40
2025
Q3 		$2.77M Sell
26,416
-1,247
-5% -$128K 0.31% 40
2025
Q2 		$2.76M Sell
27,663
-64
-0.2% -$5.93K 0.35% 38
2025
Q1 		$2.45M Sell
27,727
-1,563
-5% -$149K 0.34% 38
2024
Q4 		$2.82M Buy
29,290
+3,372
+13% +$315K 0.35% 39
2024
Q3 		$2.28M Sell
25,918
-6,178
-19% -$511K 0.29% 39
2024
Q2 		$2.61M Sell
32,096
-526
-2% -$41.8K 0.36% 39
2024
Q1 		$2.67M Hold
32,622
– – 0.4% 38
2023
Q4 		$2.47M Sell
32,622
-3,958
-11% -$276K 0.4% 40
2023
Q3 		$2.45M Sell
36,580
-17
-0% -$1.2K 0.45% 38
2023
Q2 		$2.6M Sell
36,597
-5
-0% -$328 0.46% 38
2023
Q1 		$2.37M Sell
36,602
-10
-0% -$627 0.46% 38
2022
Q4 		$2.09M Sell
36,612
-367
-1% -$22K 0.44% 38
2022
Q3 		$2.15M Sell
36,979
-10,792
-23% -$687K 0.49% 37
2022
Q2 		$2.71M Sell
47,771
-350
-0.7% -$22.6K 0.5% 39
2022
Q1 		$3.61M Sell
48,121
-343
-0.7% -$25.8K 0.58% 39
2021
Q4 		$4.07M Buy
48,464
+1,590
+3% +$132K 0.62% 36
2021
Q3 		$3.62M Sell
46,874
-162
-0.3% -$12.7K 0.6% 37
2021
Q2 		$3.65M Buy
47,036
+184
+0.4% +$14.1K 0.6% 37
2021
Q1 		$3.51M Buy
46,852
+4,109
+10% +$299K 0.64% 37
2020
Q4 		$3.01M Sell
42,743
-45
-0.1% -$2.99K 0.58% 37
2020
Q3 		$2.67M Sell
42,788
-44
-0.1% -$2.66K 0.58% 36
2020
Q2 		$2.35M Sell
42,832
-4,704
-10% -$243K 0.57% 36
2020
Q1 		$2.1M Hold
47,536
– – 0.62% 36
2019
Q4 		$2.71M Sell
47,536
-1,292
-3% -$71.7K 0.61% 39
2019
Q3 		$2.65M Buy
48,828
+1,904
+4% +$105K 0.67% 39
2019
Q2 		$2.55M Sell
46,924
-888
-2% -$47.2K 0.63% 39
2019
Q1 		$2.44M Sell
47,812
-1,120
-2% -$55.1K 0.53% 46
2018
Q4 		$2.21M Sell
48,932
-276
-0.6% -$13.4K 0.55% 44
2018
Q3 		$2.6M Hold
49,208
– – 0.54% 45
2018
Q2 		$2.38M Buy
49,208
+572
+1% +$26.9K 0.57% 45
2018
Q1 		$2.22M Buy
48,636
+348
+0.7% +$16.4K 0.53% 43
2017
Q4 		$2.16M Buy
48,288
+296
+0.6% +$12.6K 0.51% 43
2017
Q3 		$1.97M Sell
47,992
-680
-1% -$27.9K 0.51% 42
2017
Q2 		$2M Sell
48,672
-1,416
-3% -$58.3K 0.51% 41
2017
Q1 		$2.02M Sell
50,088
-3,796
-7% -$149K 0.54% 38
2016
Q4 		$2.04M Buy
53,884
+584
+1% +$21.7K 0.54% 37
2016
Q3 		$1.96M Buy
53,300
+4,388
+9% +$162K 0.57% 35
2016
Q2 		$1.75M Buy
48,912
+7,292
+18% +$263K 0.52% 36
2016
Q1 		$1.52M Sell
41,620
-69,836
-63% -$2.41M 0.45% 38
2015
Q4 		$4.03M Buy
111,456
+2,592
+2% +$94.3K 1.24% 30
2015
Q3 		$3.75M Buy
108,864
+9,204
+9% +$332K 1.28% 28
2015
Q2 		$3.57M Sell
99,660
-1,904
-2% -$68.8K 1.03% 34
2015
Q1 		$3.66M Buy
101,564
+12,012
+13% +$423K 1.11% 33
2014
Q4 		$3.08M Buy
89,552
+30,084
+51% +$973K 0.93% 34
2014
Q3 		$1.85M Buy
59,468
+6,204
+12% +$194K 0.62% 36
2014
Q2 		$1.64M Buy
53,264
+1,232
+2% +$37.1K 0.56% 37
2014
Q1 		$1.56M Buy
52,032
+5,036
+11% +$151K 0.57% 36
2013
Q4 		$1.43M Buy
46,996
+11,068
+31% +$321K 0.55% 35
2013
Q3 		$988K Sell
35,928
-3,792
-10% -$102K 0.58% 35
2013
Q2 		$1.02M Buy
+39,720
New +$1.01M 0.63% 32

Other funds holding IYC

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stillwater Capital Advisors's IYC Position: Q1 2026 in Review

Stillwater Capital Advisors reduced its iShares US Consumer Discretionary ETF (IYC) stake by 17% in Q1 2026, selling an estimated $456K and leaving 21,854 shares worth $2.12M. The position accounts for 0.24% of the portfolio, ranked #41.

Stillwater Capital Advisors first reported a position in IYC in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.07M in Q4 2021. 251 funds tracked by Wall St. Rank hold IYC as of Q1 2026.

  • Stillwater Capital Advisors held 21,854 shares of iShares US Consumer Discretionary ETF worth $2.12M as of Q1 2026.
  • Stillwater Capital Advisors sold 4,476 iShares US Consumer Discretionary ETF shares in Q1 2026, an estimated $456K.
  • iShares US Consumer Discretionary ETF made up 0.24% of Stillwater Capital Advisors's portfolio in Q1 2026, its #41 holding.
  • Stillwater Capital Advisors first reported a position in iShares US Consumer Discretionary ETF in Q2 2013 and has held it in 52 quarters since.
  • Stillwater Capital Advisors's iShares US Consumer Discretionary ETF position peaked at $4.07M in Q4 2021.
  • 251 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2026.

Based on Stillwater Capital Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.