Simplex Trading
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Simplex Trading’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Simplex Trading’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
-99
Closed -$9K – 9052
2024
Q4 		$9K Buy
+99
New +$9.24K ﹤0.01% 7263
2024
Q2 		– Sell
-95
Closed -$7K – 9293
2024
Q1 		$7K Sell
95
-11
-10% -$858 ﹤0.01% 7834
2023
Q4 		$8K Buy
+106
New +$7.39K ﹤0.01% 7582
2023
Q2 		– Sell
-612
Closed -$39K – 9448
2023
Q1 		$39K Buy
612
+412
+206% +$25.8K ﹤0.01% 6199
2022
Q4 		$11K Buy
+200
New +$12K ﹤0.01% 7456

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

Simplex Trading's IYC Position: Q1 2025 in Review

Simplex Trading sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2025, closing a stake of 99 shares — an estimated $9K sold.

Simplex Trading first reported a position in IYC in Q4 2022 and held it in 5 quarters. The position peaked at $39K in Q1 2023. 238 funds tracked by Wall St. Rank hold IYC as of Q1 2025.

  • Simplex Trading reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2025 after selling out during the quarter.
  • Simplex Trading sold 99 iShares US Consumer Discretionary ETF shares in Q1 2025, an estimated $9K.
  • Simplex Trading first reported a position in iShares US Consumer Discretionary ETF in Q4 2022 and held it in 5 quarters.
  • Simplex Trading's iShares US Consumer Discretionary ETF position peaked at $39K in Q1 2023.
  • 238 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2025.

Based on Simplex Trading's 13F filing for Q1 2025, filed 12 May 2025.