TritonPoint Wealth’s iShares US Consumer Discretionary ETF IYC Stock Holding History

TritonPoint Wealth’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	$2M	Sell	19,810 -176	-0.9%	-$17.8K	0.2%	99
2026 Q1	$1.94M	Sell	19,986 -323	-2%	-$32.9K	0.21%	97
2025 Q4	$2.09M	Sell	20,309 -981	-5%	-$101K	0.21%	96
2025 Q3	$2.23M	Sell	21,290 -11	-0.1%	-$1.13K	0.19%	112
2025 Q2	$2.12M	Sell	21,301 -970	-4%	-$89.9K	0.2%	112
2025 Q1	$1.97M	Buy	22,271 +71	+0.3%	+$6.78K	0.19%	116
2024 Q4	$2.13M	Sell	22,200 -90	-0.4%	-$8.4K	0.19%	114
2024 Q3	$1.96M	Buy	22,290 +414	+2%	+$34.3K	0.18%	115
2024 Q2	$1.78M	Sell	21,876 -95	-0.4%	-$7.55K	0.17%	117
2024 Q1	$1.41M	Buy	21,971 +840	+4%	+$65.5K	0.15%	126
2023 Q4	$1.6M	Buy	+21,131	New	+$1.47M	0.16%	125

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

TritonPoint Wealth's IYC Position: Q2 2026 in Review

TritonPoint Wealth reduced its iShares US Consumer Discretionary ETF (IYC) stake by 0.88% in Q2 2026, selling an estimated $17.8K and leaving 19,810 shares worth $2M. The position accounts for 0.2% of the portfolio, ranked #99.

TritonPoint Wealth first reported a position in IYC in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.23M in Q3 2025. 241 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

TritonPoint Wealth held 19,810 shares of iShares US Consumer Discretionary ETF worth $2M as of Q2 2026.
TritonPoint Wealth sold 176 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $17.8K.
iShares US Consumer Discretionary ETF made up 0.2% of TritonPoint Wealth's portfolio in Q2 2026, its #99 holding.
TritonPoint Wealth first reported a position in iShares US Consumer Discretionary ETF in Q4 2023 and has held it in 11 quarters since.
TritonPoint Wealth's iShares US Consumer Discretionary ETF position peaked at $2.23M in Q3 2025.
241 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.