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

Chesapeake 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 		$237K Sell
2,346
-645
-22% -$65.4K 0.07% 155
2026
Q1 		$290K Sell
2,991
-244
-8% -$24.9K 0.09% 132
2025
Q4 		$334K Sell
3,235
-10
-0.3% -$1.03K 0.1% 124
2025
Q3 		$340K Buy
3,245
+25
+0.8% +$2.56K 0.1% 125
2025
Q2 		$321K Sell
3,220
-210
-6% -$19.5K 0.11% 128
2025
Q1 		$303K Sell
3,430
-642
-16% -$61.3K 0.11% 129
2024
Q4 		$391K Sell
4,072
-31
-0.8% -$2.89K 0.13% 121
2024
Q3 		$361K Sell
4,103
-79
-2% -$6.54K 0.12% 122
2024
Q2 		$340K Sell
4,182
-788
-16% -$62.7K 0.12% 123
2024
Q1 		$407K Sell
4,970
-92
-2% -$7.17K 0.15% 112
2023
Q4 		$384K Hold
5,062
– – 0.15% 115
2023
Q3 		$339K Sell
5,062
-75
-1% -$5.29K 0.14% 120
2023
Q2 		$366K Sell
5,137
-30
-0.6% -$1.97K 0.14% 115
2023
Q1 		$334K Buy
5,167
+5
+0.1% +$313 0.14% 122
2022
Q4 		$294K Sell
5,162
-80
-2% -$4.79K 0.13% 133
2022
Q3 		$305K Hold
5,242
– – 0.14% 131
2022
Q2 		$297K Sell
5,242
-39
-0.7% -$2.52K 0.13% 136
2022
Q1 		$396K Sell
5,281
-146
-3% -$11K 0.14% 132
2021
Q4 		$456K Hold
5,427
– – 0.15% 131
2021
Q3 		$420K Sell
5,427
-835
-13% -$65.7K 0.15% 138
2021
Q2 		$486K Sell
6,262
-102
-2% -$7.83K 0.16% 137
2021
Q1 		$477K Sell
6,364
-28
-0.4% -$2.04K 0.16% 130
2020
Q4 		$451K Sell
6,392
-8
-0.1% -$531 0.15% 135
2020
Q3 		$400K Hold
6,400
– – 0.15% 140
2020
Q2 		$351K Sell
6,400
-240
-4% -$12.4K 0.14% 143
2020
Q1 		$295K Sell
6,640
-68
-1% -$3.64K 0.14% 144
2019
Q4 		$383K Sell
6,708
-40
-0.6% -$2.22K 0.15% 137
2019
Q3 		$367K Sell
6,748
-200
-3% -$11K 0.15% 138
2019
Q2 		$378K Sell
6,948
-432
-6% -$23K 0.16% 138
2019
Q1 		$377K Sell
7,380
-24
-0.3% -$1.18K 0.17% 138
2018
Q4 		$334K Sell
7,404
-708
-9% -$34.4K 0.17% 134
2018
Q3 		$429K Sell
8,112
-76
-0.9% -$3.87K 0.19% 123
2018
Q2 		$397K Buy
8,188
+152
+2% +$7.16K 0.18% 124
2018
Q1 		$366K Buy
+8,036
New +$378K 0.17% 127

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

Chesapeake Wealth Management's IYC Position: Q2 2026 in Review

Chesapeake Wealth Management reduced its iShares US Consumer Discretionary ETF (IYC) stake by 22% in Q2 2026, selling an estimated $65.4K and leaving 2,346 shares worth $237K. The position accounts for 0.07% of the portfolio, ranked #155.

Chesapeake Wealth Management first reported a position in IYC in Q1 2018 and has held it in 34 quarters since. The position peaked at $486K in Q2 2021. 242 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

  • Chesapeake Wealth Management held 2,346 shares of iShares US Consumer Discretionary ETF worth $237K as of Q2 2026.
  • Chesapeake Wealth Management sold 645 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $65.4K.
  • iShares US Consumer Discretionary ETF made up 0.07% of Chesapeake Wealth Management's portfolio in Q2 2026, its #155 holding.
  • Chesapeake Wealth Management first reported a position in iShares US Consumer Discretionary ETF in Q1 2018 and has held it in 34 quarters since.
  • Chesapeake Wealth Management's iShares US Consumer Discretionary ETF position peaked at $486K in Q2 2021.
  • 242 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

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