Pettyjohn Wood & White’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Pettyjohn Wood & White’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	$556K	Hold	5,500	–	–	0.08%	142
2026 Q1	$533K	Hold	5,500	–	–	0.08%	130
2025 Q4	$567K	Hold	5,500	–	–	0.09%	123
2025 Q3	$576K	Hold	5,500	–	–	0.1%	122
2025 Q2	$548K	Hold	5,500	–	–	0.1%	122
2025 Q1	$486K	Hold	5,500	–	–	0.09%	125
2024 Q4	$529K	Hold	5,500	–	–	0.1%	125
2024 Q3	$484K	Hold	5,500	–	–	0.09%	130
2024 Q2	$447K	Hold	5,500	–	–	0.09%	130
2024 Q1	$451K	Hold	5,500	–	–	0.09%	130
2023 Q4	$417K	Hold	5,500	–	–	0.09%	128
2023 Q3	$368K	Hold	5,500	–	–	0.09%	134
2023 Q2	$391K	Hold	5,500	–	–	0.09%	125
2023 Q1	$356K	Hold	5,500	–	–	0.09%	132
2022 Q4	$313K	Hold	5,500	–	–	0.08%	139
2022 Q3	$320K	Hold	5,500	–	–	0.09%	127
2022 Q2	$312K	Hold	5,500	–	–	0.07%	138
2022 Q1	$413K	Hold	5,500	–	–	0.09%	123
2021 Q4	$462K	Sell	5,500 -128	-2%	-$10.6K	0.1%	115
2021 Q3	$435K	Hold	5,628	–	–	0.1%	113
2021 Q2	$437K	Hold	5,628	–	–	0.1%	113
2021 Q1	$421K	Hold	5,628	–	–	0.1%	116
2020 Q4	$397K	Hold	5,628	–	–	0.1%	110
2020 Q3	$352K	Hold	5,628	–	–	0.1%	108
2020 Q2	$308K	Hold	5,628	–	–	0.1%	112
2020 Q1	$249K	Hold	5,628	–	–	0.09%	116
2019 Q4	$321K	Hold	5,628	–	–	0.09%	122
2019 Q3	$306K	Hold	5,628	–	–	0.09%	123
2019 Q2	$306K	Hold	5,628	–	–	0.09%	122
2019 Q1	$288K	Hold	5,628	–	–	0.09%	122
2018 Q4	$255K	Hold	5,628	–	–	0.09%	124
2018 Q3	$298K	Hold	5,628	–	–	0.1%	121
2018 Q2	$273K	Hold	5,628	–	–	0.1%	125
2018 Q1	$257K	Hold	5,628	–	–	0.09%	127
2017 Q4	$252K	Hold	5,628	–	–	0.09%	129
2017 Q3	$231K	Hold	5,628	–	–	0.09%	129
2017 Q2	$231K	Hold	5,628	–	–	0.09%	130
2017 Q1	$226K	Hold	5,628	–	–	0.08%	128
2016 Q4	$213K	Hold	5,628	–	–	0.08%	128
2016 Q3	$207K	Hold	5,628	–	–	0.1%	116
2016 Q2	$202K	Hold	5,628	–	–	0.08%	130
2016 Q1	$205K	Buy	+5,628	New	+$194K	0.08%	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 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

Pettyjohn Wood & White's IYC Position: Q2 2026 in Review

Pettyjohn Wood & White held its iShares US Consumer Discretionary ETF (IYC) position steady in Q2 2026 at 5,500 shares worth $556K. The position accounts for 0.08% of the portfolio, ranked #142.

Pettyjohn Wood & White first reported a position in IYC in Q1 2016 and has held it in 42 quarters since. The position peaked at $576K in Q3 2025. 242 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Pettyjohn Wood & White held 5,500 shares of iShares US Consumer Discretionary ETF worth $556K as of Q2 2026.
Pettyjohn Wood & White left its iShares US Consumer Discretionary ETF share count unchanged in Q2 2026.
iShares US Consumer Discretionary ETF made up 0.08% of Pettyjohn Wood & White's portfolio in Q2 2026, its #142 holding.
Pettyjohn Wood & White first reported a position in iShares US Consumer Discretionary ETF in Q1 2016 and has held it in 42 quarters since.
Pettyjohn Wood & White's iShares US Consumer Discretionary ETF position peaked at $576K in Q3 2025.
242 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Pettyjohn Wood & White's 13F filing for Q2 2026, filed 12 Aug 2026.