Baird Financial Group
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Baird Financial Group’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Baird Financial Group’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 		$402K Sell
3,981
-352
-8% -$35.7K ﹤0.01% 1626
2026
Q1 		$420K Buy
4,333
+84
+2% +$8.57K ﹤0.01% 1528
2025
Q4 		$438K Buy
4,249
+1,397
+49% +$144K ﹤0.01% 1518
2025
Q3 		$299K Sell
2,852
-12
-0.4% -$1.23K ﹤0.01% 1643
2025
Q2 		$285K Sell
2,864
-619
-18% -$57.4K ﹤0.01% 1602
2025
Q1 		$308K Buy
3,483
+226
+7% +$21.6K ﹤0.01% 1547
2024
Q4 		$313K Sell
3,257
-4
-0.1% -$373 ﹤0.01% 1539
2024
Q3 		$287K Sell
3,261
-20
-0.6% -$1.66K ﹤0.01% 1556
2024
Q2 		$267K Sell
3,281
-14
-0.4% -$1.11K ﹤0.01% 1592
2024
Q1 		$270K Sell
3,295
-368
-10% -$28.7K ﹤0.01% 1592
2023
Q4 		$278K Hold
3,663
– – ﹤0.01% 1540
2023
Q3 		$245K Sell
3,663
-7
-0.2% -$494 ﹤0.01% 1564
2023
Q2 		$261K Sell
3,670
-30
-0.8% -$1.97K ﹤0.01% 1547
2023
Q1 		$239K Buy
3,700
+142
+4% +$8.9K ﹤0.01% 1568
2022
Q4 		$203K Sell
3,558
-196
-5% -$11.7K ﹤0.01% 1599
2022
Q3 		$218K Sell
3,754
-569
-13% -$36.2K ﹤0.01% 1575
2022
Q2 		$245K Sell
4,323
-2,076
-32% -$134K ﹤0.01% 1626
2022
Q1 		$480K Sell
6,399
-84
-1% -$6.32K ﹤0.01% 1422
2021
Q4 		$545K Sell
6,483
-432
-6% -$35.8K ﹤0.01% 1439
2021
Q3 		$535K Buy
+6,915
New +$544K ﹤0.01% 1439
2020
Q2 		– Sell
-7,440
Closed -$330K – 1542
2020
Q1 		$330K Sell
7,440
-2,760
-27% -$148K ﹤0.01% 1185
2019
Q4 		$582K Sell
10,200
-272
-3% -$15.1K ﹤0.01% 1128
2019
Q3 		$569K Buy
10,472
+3,292
+46% +$181K ﹤0.01% 1124
2019
Q2 		$391K Buy
+7,180
New +$382K ﹤0.01% 1264

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

Baird Financial Group's IYC Position: Q2 2026 in Review

Baird Financial Group reduced its iShares US Consumer Discretionary ETF (IYC) stake by 8.1% in Q2 2026, selling an estimated $35.7K and leaving 3,981 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #1626.

Baird Financial Group first reported a position in IYC in Q2 2019 and has held it in 24 quarters since. The position peaked at $582K in Q4 2019. 242 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

  • Baird Financial Group held 3,981 shares of iShares US Consumer Discretionary ETF worth $402K as of Q2 2026.
  • Baird Financial Group sold 352 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $35.7K.
  • iShares US Consumer Discretionary ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1626 holding.
  • Baird Financial Group first reported a position in iShares US Consumer Discretionary ETF in Q2 2019 and has held it in 24 quarters since.
  • Baird Financial Group's iShares US Consumer Discretionary ETF position peaked at $582K in Q4 2019.
  • 242 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.