Asset One Wealth Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Asset One Wealth 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	$1.11M	Buy	10,969 +1,211	+12%	+$123K	0.12%	147
2026 Q1	$1.01M	Buy	9,758 +149	+2%	+$15.2K	0.11%	151
2025 Q4	$1.01M	Buy	+9,609	New	+$988K	0.14%	132

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

Asset One Wealth Management's IYC Position: Q2 2026 in Review

Asset One Wealth Management increased its iShares US Consumer Discretionary ETF (IYC) stake by 12% in Q2 2026, buying an estimated $123K and bringing the position to 10,969 shares worth $1.11M. The position accounts for 0.12% of the portfolio, ranked #147.

Asset One Wealth Management first reported a position in IYC in Q4 2025 and has held it in 3 quarters since. 244 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Asset One Wealth Management held 10,969 shares of iShares US Consumer Discretionary ETF worth $1.11M as of Q2 2026.
Asset One Wealth Management bought 1,211 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $123K.
iShares US Consumer Discretionary ETF made up 0.12% of Asset One Wealth Management's portfolio in Q2 2026, its #147 holding.
Asset One Wealth Management first reported a position in iShares US Consumer Discretionary ETF in Q4 2025 and has held it in 3 quarters since.
244 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Asset One Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.