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Moloney Securities Asset Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Moloney Securities Asset 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
2025
Q1 		– Sell
-70,547
Closed -$6.78M – 500
2024
Q4 		$6.78M Buy
+70,547
New +$6.58M 0.91% 16
2024
Q2 		– Sell
-49,175
Closed -$4.03M – 485
2024
Q1 		$4.03M Buy
+49,175
New +$3.83M 0.61% 40

Other funds holding IYC

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Moloney Securities Asset Management's IYC Position: Q1 2025 in Review

Moloney Securities Asset Management sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2025, closing a stake of 70,547 shares — an estimated $6.78M sold.

Moloney Securities Asset Management first reported a position in IYC in Q1 2024 and held it in 2 quarters. The position peaked at $6.78M in Q4 2024. 238 funds tracked by Wall St. Rank hold IYC as of Q1 2025.

  • Moloney Securities Asset Management reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2025 after selling out during the quarter.
  • Moloney Securities Asset Management sold 70,547 iShares US Consumer Discretionary ETF shares in Q1 2025, an estimated $6.78M.
  • Moloney Securities Asset Management first reported a position in iShares US Consumer Discretionary ETF in Q1 2024 and held it in 2 quarters.
  • Moloney Securities Asset Management's iShares US Consumer Discretionary ETF position peaked at $6.78M in Q4 2024.
  • 238 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2025.

Based on Moloney Securities Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.