COMPASS FINANCIAL MANAGEMENT LLC’s iShares US Consumer Discretionary ETF IYC Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$138K	Buy	+1,361	New	+$138K	0.02%	493

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

CCA

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's IYC Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares US Consumer Discretionary ETF (IYC) in Q2 2026: 1,361 shares worth $138K. The stake represents 0.02% of the portfolio and ranks #493 among its holdings.

189 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 1,361 shares of iShares US Consumer Discretionary ETF worth $138K as of Q2 2026.
iShares US Consumer Discretionary ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
iShares US Consumer Discretionary ETF made up 0.02% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #493 holding.
189 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.