Jim Saulnier & Associates’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Jim Saulnier & Associates’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
2025 Q4	–	Sell	-2,442	Closed	-$256K	–	145
2025 Q3	$256K	Buy	+2,442	New	+$250K	0.14%	118

Other funds holding IYC

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jim Saulnier & Associates's IYC Position: Q4 2025 in Review

Jim Saulnier & Associates sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2025, closing a stake of 2,442 shares — an estimated $256K sold.

Jim Saulnier & Associates first reported a position in IYC in Q3 2025 and held it in 1 quarter. The position peaked at $256K in Q3 2025. 259 funds tracked by Wall St. Rank hold IYC as of Q4 2025.

Jim Saulnier & Associates reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2025 after selling out during the quarter.
Jim Saulnier & Associates sold 2,442 iShares US Consumer Discretionary ETF shares in Q4 2025, an estimated $256K.
Jim Saulnier & Associates first reported a position in iShares US Consumer Discretionary ETF in Q3 2025 and held it in 1 quarter.
Jim Saulnier & Associates's iShares US Consumer Discretionary ETF position peaked at $256K in Q3 2025.
259 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2025.

Based on Jim Saulnier & Associates's 13F filing for Q4 2025, filed 29 Jan 2026.