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

Navellier & 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
Q1 		– Sell
-6,131
Closed -$589K – 344
2024
Q4 		$589K Buy
+6,131
New +$572K 0.07% 225
2024
Q3 		– Sell
-5,898
Closed -$479K – 338
2024
Q2 		$479K Sell
5,898
-375
-6% -$29.8K 0.06% 248
2024
Q1 		$514K Buy
6,273
+235
+4% +$18.3K 0.06% 236
2023
Q4 		$457K Buy
+6,038
New +$421K 0.07% 236
2021
Q1 		– Sell
-9,296
Closed -$655K – 301
2020
Q4 		$655K Sell
9,296
-1,508
-14% -$100K 0.12% 136
2020
Q3 		$675K Sell
10,804
-3,880
-26% -$234K 0.15% 117
2020
Q2 		$804K Buy
+14,684
New +$760K 0.19% 104
2019
Q4 		– Sell
-35,028
Closed -$1.9M – 302
2019
Q3 		$1.9M Buy
35,028
+416
+1% +$22.8K 0.32% 91
2019
Q2 		$1.88M Buy
+34,612
New +$1.84M 0.29% 93
2018
Q4 		– Sell
-150,912
Closed -$7.99M – 267
2018
Q3 		$7.99M Sell
150,912
-1,480
-1% -$75.4K 1.03% 21
2018
Q2 		$7.38M Sell
152,392
-4,008
-3% -$189K 1.03% 24
2018
Q1 		$7.13M Buy
156,400
+137,952
+748% +$6.49M 1.08% 21
2017
Q4 		$827K Buy
+18,448
New +$785K 0.15% 146
2017
Q3 		– Sell
-147,804
Closed -$6.06M – 270
2017
Q2 		$6.06M Buy
147,804
+25,168
+21% +$1.04M 0.91% 28
2017
Q1 		$4.93M Buy
122,636
+18,700
+18% +$736K 0.72% 50
2016
Q4 		$3.92M Buy
103,936
+16,476
+19% +$613K 0.65% 66
2016
Q3 		$3.22M Buy
+87,460
New +$3.23M 0.46% 74
2015
Q2 		– Sell
-29,688
Closed -$1.07M – 375
2015
Q1 		$1.07M Buy
29,688
+19,676
+197% +$693K 0.1% 106
2014
Q4 		$345K Buy
10,012
+848
+9% +$27.4K 0.02% 239
2014
Q3 		$285K Buy
+9,164
New +$287K 0.01% 262

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

Navellier & Associates's IYC Position: Q1 2025 in Review

Navellier & Associates sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2025, closing a stake of 6,131 shares — an estimated $589K sold.

Navellier & Associates first reported a position in IYC in Q3 2014 and held it in 20 quarters. The position peaked at $7.99M in Q3 2018. 238 funds tracked by Wall St. Rank hold IYC as of Q1 2025.

  • Navellier & Associates reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2025 after selling out during the quarter.
  • Navellier & Associates sold 6,131 iShares US Consumer Discretionary ETF shares in Q1 2025, an estimated $589K.
  • Navellier & Associates first reported a position in iShares US Consumer Discretionary ETF in Q3 2014 and held it in 20 quarters.
  • Navellier & Associates's iShares US Consumer Discretionary ETF position peaked at $7.99M in Q3 2018.
  • 238 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2025.

Based on Navellier & Associates's 13F filing for Q1 2025, filed 6 May 2025.