Chevy Chase Trust’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Chevy Chase Trust’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	$801K	Hold	7,924	–	–	﹤0.01%	589
2026 Q1	$768K	Hold	7,924	–	–	﹤0.01%	586
2025 Q4	$817K	Buy	7,924 +2,450	+45%	+$252K	﹤0.01%	585
2025 Q3	$574K	Sell	5,474 -1,450	-21%	-$149K	﹤0.01%	587
2025 Q2	$690K	Hold	6,924	–	–	﹤0.01%	587
2025 Q1	$612K	Hold	6,924	–	–	﹤0.01%	587
2024 Q4	$666K	Hold	6,924	–	–	﹤0.01%	586
2024 Q3	$609K	Buy	6,924 +2,900	+72%	+$240K	﹤0.01%	578
2024 Q2	$327K	Sell	4,024 -2,900	-42%	-$231K	﹤0.01%	589
2024 Q1	$568K	Buy	+6,924	New	+$540K	﹤0.01%	573

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

Chevy Chase Trust's IYC Position: Q2 2026 in Review

Chevy Chase Trust held its iShares US Consumer Discretionary ETF (IYC) position steady in Q2 2026 at 7,924 shares worth $801K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Chevy Chase Trust first reported a position in IYC in Q1 2024 and has held it in 10 quarters since. The position peaked at $817K in Q4 2025. 241 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Chevy Chase Trust held 7,924 shares of iShares US Consumer Discretionary ETF worth $801K as of Q2 2026.
Chevy Chase Trust left its iShares US Consumer Discretionary ETF share count unchanged in Q2 2026.
iShares US Consumer Discretionary ETF made up ﹤0.01% of Chevy Chase Trust's portfolio in Q2 2026, its #589 holding.
Chevy Chase Trust first reported a position in iShares US Consumer Discretionary ETF in Q1 2024 and has held it in 10 quarters since.
Chevy Chase Trust's iShares US Consumer Discretionary ETF position peaked at $817K in Q4 2025.
241 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.