CCWM
IYC icon

Cassaday & Co Wealth Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Cassaday & Co 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 		$5.05K Hold
50
– – ﹤0.01% 948
2026
Q1 		$4.85K Buy
+50
New +$5.1K ﹤0.01% 974

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

Cassaday & Co Wealth Management's IYC Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its iShares US Consumer Discretionary ETF (IYC) position steady in Q2 2026 at 50 shares worth $5.05K. The position accounts for ﹤0.01% of the portfolio, ranked #948.

Cassaday & Co Wealth Management first reported a position in IYC in Q1 2026 and has held it in 2 quarters since. 241 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

  • Cassaday & Co Wealth Management held 50 shares of iShares US Consumer Discretionary ETF worth $5.05K as of Q2 2026.
  • Cassaday & Co Wealth Management left its iShares US Consumer Discretionary ETF share count unchanged in Q2 2026.
  • iShares US Consumer Discretionary ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #948 holding.
  • Cassaday & Co Wealth Management first reported a position in iShares US Consumer Discretionary ETF in Q1 2026 and has held it in 2 quarters since.
  • 241 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.