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

Mascoma 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	$101K	Hold	1,000	–	–	0.02%	136
2026 Q1	$96.9K	Hold	1,000	–	–	0.02%	136
2025 Q4	$103K	Hold	1,000	–	–	0.02%	128
2025 Q3	$105K	Hold	1,000	–	–	0.02%	135
2025 Q2	$99.6K	Hold	1,000	–	–	0.02%	135
2025 Q1	$88.3K	Hold	1,000	–	–	0.02%	146
2024 Q4	$96.1K	Hold	1,000	–	–	0.02%	144
2024 Q3	$87.9K	Hold	1,000	–	–	0.02%	149
2024 Q2	$81.3K	Hold	1,000	–	–	0.02%	153
2024 Q1	$82K	Hold	1,000	–	–	0.02%	141
2023 Q4	$75.8K	Hold	1,000	–	–	0.02%	150
2023 Q3	$67K	Hold	1,000	–	–	0.02%	155
2023 Q2	$72K	Hold	1,000	–	–	0.02%	157
2023 Q1	$64.4K	Hold	1,000	–	–	0.02%	211
2022 Q4	$57K	Hold	1,000	–	–	0.02%	216
2022 Q3	$58K	Hold	1,000	–	–	0.02%	211
2022 Q2	$57K	Hold	1,000	–	–	0.02%	227
2022 Q1	$75K	Hold	1,000	–	–	0.02%	215
2021 Q4	$84K	Hold	1,000	–	–	0.03%	176
2021 Q3	$77K	Buy	+1,000	New	+$78.7K	0.03%	173
2021 Q2	–	Sell	-1,000	Closed	-$75K	–	284
2021 Q1	$75K	Buy	+1,000	New	+$72.8K	0.03%	171
2019 Q3	–	Sell	-1,000	Closed	-$54K	–	220
2019 Q2	$54K	Hold	1,000	–	–	0.03%	156
2019 Q1	$51K	Hold	1,000	–	–	0.03%	151
2018 Q4	$45K	Hold	1,000	–	–	0.03%	148
2018 Q3	$53K	Hold	1,000	–	–	0.04%	158
2018 Q2	$48K	Hold	1,000	–	–	0.03%	157
2018 Q1	$46K	Hold	1,000	–	–	0.03%	155
2017 Q4	$48K	Hold	1,000	–	–	0.03%	148
2017 Q3	$41K	Hold	1,000	–	–	0.03%	161
2017 Q2	$41K	Hold	1,000	–	–	0.03%	170
2017 Q1	$40K	Hold	1,000	–	–	0.03%	156
2016 Q4	$38K	Buy	+1,000	New	+$37.2K	0.03%	164

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

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

Mascoma Wealth Management held its iShares US Consumer Discretionary ETF (IYC) position steady in Q2 2026 at 1,000 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #136.

Mascoma Wealth Management first reported a position in IYC in Q4 2016 and has held it in 32 quarters since. The position peaked at $105K in Q3 2025. 241 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Mascoma Wealth Management held 1,000 shares of iShares US Consumer Discretionary ETF worth $101K as of Q2 2026.
Mascoma Wealth Management left its iShares US Consumer Discretionary ETF share count unchanged in Q2 2026.
iShares US Consumer Discretionary ETF made up 0.02% of Mascoma Wealth Management's portfolio in Q2 2026, its #136 holding.
Mascoma Wealth Management first reported a position in iShares US Consumer Discretionary ETF in Q4 2016 and has held it in 32 quarters since.
Mascoma Wealth Management's iShares US Consumer Discretionary ETF position peaked at $105K in Q3 2025.
241 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.