Compass Financial Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Compass Financial 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	$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

Morgan Stanley New York $1.89T AUM 35.08% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Compass Financial Management's IYC Position: Q2 2026 in Review

Compass Financial Management 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.

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

Compass Financial Management 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 position in Q2 2026.
iShares US Consumer Discretionary ETF made up 0.02% of Compass Financial Management's portfolio in Q2 2026, its #493 holding.
231 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

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