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Whitener Capital Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Whitener Capital 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 		$1.18M Sell
11,643
-109
-0.9% -$11K 0.25% 76
2026
Q1 		$1.14M Buy
11,752
+14
+0.1% +$1.43K 0.26% 74
2025
Q4 		$1.21M Buy
11,738
+145
+1% +$14.9K 0.28% 72
2025
Q3 		$1.21M Buy
11,593
+85
+0.7% +$8.71K 0.29% 71
2025
Q2 		$1.15M Sell
11,508
-447
-4% -$41.4K 0.3% 68
2025
Q1 		$1.06M Buy
11,955
+88
+0.7% +$8.4K 0.3% 69
2024
Q4 		$1.14M Buy
11,867
+59
+0.5% +$5.51K 0.32% 61
2024
Q3 		$1.04M Sell
11,808
-310
-3% -$25.6K 0.29% 66
2024
Q2 		$985K Sell
12,118
-98
-0.8% -$7.79K 0.3% 67
2024
Q1 		$1M Buy
12,216
+75
+0.6% +$5.85K 0.33% 65
2023
Q4 		$920K Buy
12,141
+675
+6% +$47.1K 0.33% 62
2023
Q3 		$768K Buy
11,466
+22
+0.2% +$1.55K 0.31% 66
2023
Q2 		$814K Sell
11,444
-276
-2% -$18.1K 0.31% 66
2023
Q1 		$758K Sell
11,720
-1,200
-9% -$75.2K 0.32% 67
2022
Q4 		$736K Sell
12,920
-100
-0.8% -$5.98K 0.32% 66
2022
Q3 		$757K Hold
13,020
– – 0.36% 63
2022
Q2 		$738K Sell
13,020
-50
-0.4% -$3.23K 0.33% 65
2022
Q1 		$980K Sell
13,070
-360
-3% -$27.1K 0.37% 61
2021
Q4 		$1.13M Sell
13,430
-650
-5% -$53.8K 0.4% 57
2021
Q3 		$992K Buy
14,080
+300
+2% +$23.6K 0.46% 60
2021
Q2 		$1.07M Sell
13,780
-300
-2% -$23K 0.43% 58
2021
Q1 		$1.05M Hold
14,080
– – 0.46% 59
2020
Q4 		$992K Hold
14,080
– – 0.45% 61
2020
Q3 		$880K Hold
14,080
– – 0.42% 61
2020
Q2 		$770K Hold
14,080
– – 0.4% 62
2020
Q1 		$623K Sell
14,080
-1,500
-10% -$80.2K 0.4% 61
2019
Q4 		$888K Sell
15,580
-1,800
-10% -$99.9K 0.46% 55
2019
Q3 		$944K Hold
17,380
– – 0.52% 47
2019
Q2 		$945K Sell
17,380
-400
-2% -$21.3K 0.54% 48
2019
Q1 		$908K Hold
17,780
– – 0.59% 47
2018
Q4 		$804K Hold
17,780
– – 0.59% 49
2018
Q3 		$941K Sell
17,780
-40
-0.2% -$2.04K 0.62% 44
2018
Q2 		$863K Hold
17,820
– – 0.68% 44
2018
Q1 		$812K Buy
17,820
+5,200
+41% +$245K 0.62% 41
2017
Q4 		$565K Buy
+12,620
New +$537K 0.49% 60

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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Whitener Capital Management's IYC Position: Q2 2026 in Review

Whitener Capital Management reduced its iShares US Consumer Discretionary ETF (IYC) stake by 0.93% in Q2 2026, selling an estimated $11K and leaving 11,643 shares worth $1.18M. The position accounts for 0.25% of the portfolio, ranked #76.

Whitener Capital Management first reported a position in IYC in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.21M in Q3 2025. 241 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

  • Whitener Capital Management held 11,643 shares of iShares US Consumer Discretionary ETF worth $1.18M as of Q2 2026.
  • Whitener Capital Management sold 109 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $11K.
  • iShares US Consumer Discretionary ETF made up 0.25% of Whitener Capital Management's portfolio in Q2 2026, its #76 holding.
  • Whitener Capital Management first reported a position in iShares US Consumer Discretionary ETF in Q4 2017 and has held it in 35 quarters since.
  • Whitener Capital Management's iShares US Consumer Discretionary ETF position peaked at $1.21M in Q3 2025.
  • 241 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Whitener Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.