Stratos Investment Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Stratos Investment Management’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	$285K	Buy	+2,820	New	+$286K	0.01%	329
2026 Q1	–	Sell	-2,338	Closed	-$241K	–	377
2025 Q4	$241K	Sell	2,338 -237	-9%	-$24.4K	0.01%	321
2025 Q3	$270K	Buy	+2,575	New	+$264K	0.01%	306

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

Stratos Investment Management's IYC Position: Q2 2026 in Review

Stratos Investment Management opened a new position in iShares US Consumer Discretionary ETF (IYC) in Q2 2026: 2,820 shares worth $285K. The stake represents 0.01% of the portfolio and ranks #329 among its holdings. This is a return to the name: Stratos Investment Management previously reported a position in IYC as recently as Q4 2025.

Stratos Investment Management first reported a position in IYC in Q3 2025 and has held it in 3 quarters since. 241 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Stratos Investment Management held 2,820 shares of iShares US Consumer Discretionary ETF worth $285K as of Q2 2026.
iShares US Consumer Discretionary ETF was a new Stratos Investment Management position in Q2 2026.
iShares US Consumer Discretionary ETF made up 0.01% of Stratos Investment Management's portfolio in Q2 2026, its #329 holding.
Stratos Investment Management first reported a position in iShares US Consumer Discretionary ETF in Q3 2025 and has held it in 3 quarters since.
241 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.