Migdal Insurance & Financial Holdings’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Migdal Insurance & Financial Holdings’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	-1,200	Closed	-$126K	–	368
2025 Q3	$126K	Sell	1,200 -1,131	-49%	-$116K	﹤0.01%	232
2025 Q2	$232K	Sell	2,331 -309	-12%	-$28.6K	﹤0.01%	205
2025 Q1	$233K	Hold	2,640	–	–	﹤0.01%	210
2024 Q4	$254K	Buy	2,640 +120	+5%	+$11.2K	﹤0.01%	199
2024 Q3	$222K	Buy	2,520 +645	+34%	+$53.4K	﹤0.01%	211
2024 Q2	$152K	Hold	1,875	–	–	﹤0.01%	225
2024 Q1	$154K	Buy	+1,875	New	+$146K	﹤0.01%	216
2022 Q2	–	Sell	-585	Closed	-$44K	–	626
2022 Q1	$44K	Hold	585	–	–	﹤0.01%	450
2021 Q4	$49K	Sell	585 -7,410	-93%	-$614K	﹤0.01%	460
2021 Q3	$618K	Sell	7,995 -4,700	-37%	-$370K	0.01%	234
2021 Q2	$985K	Sell	12,695 -44,107	-78%	-$3.38M	0.01%	237
2021 Q1	$4.25M	Buy	56,802 +11,667	+26%	+$849K	0.04%	158
2020 Q4	$3.18M	Buy	45,135 +1,307	+3%	+$86.8K	0.04%	126
2020 Q3	$2.74M	Buy	+43,828	New	+$2.65M	0.04%	177

Other funds holding IYC

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

HIIFS

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Migdal Insurance & Financial Holdings's IYC Position: Q4 2025 in Review

Migdal Insurance & Financial Holdings sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2025, closing a stake of 1,200 shares — an estimated $126K sold.

Migdal Insurance & Financial Holdings first reported a position in IYC in Q3 2020 and held it in 14 quarters. The position peaked at $4.25M in Q1 2021. 259 funds tracked by Wall St. Rank hold IYC as of Q4 2025.

Migdal Insurance & Financial Holdings reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2025 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 1,200 iShares US Consumer Discretionary ETF shares in Q4 2025, an estimated $126K.
Migdal Insurance & Financial Holdings first reported a position in iShares US Consumer Discretionary ETF in Q3 2020 and held it in 14 quarters.
Migdal Insurance & Financial Holdings's iShares US Consumer Discretionary ETF position peaked at $4.25M in Q1 2021.
259 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2025.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2025, filed 28 Jan 2026.