49 Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History

49 Wealth Management’s Portfolio IYK Stock Details IYK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,839	Closed	-$275K	–	185
2025 Q1	$275K	Sell	3,839 -3,333	-46%	-$226K	0.03%	146
2024 Q4	$470K	Sell	7,172 -2,909	-29%	-$200K	0.07%	88
2024 Q3	$711K	Sell	10,081 -2,722	-21%	-$188K	0.12%	66
2024 Q2	$836K	Sell	12,803 -109,288	-90%	-$7.26M	0.16%	61
2024 Q1	$8.2M	Buy	122,091 +14,457	+13%	+$942K	1.76%	17
2023 Q4	$6.88M	Buy	+107,634	New	+$6.7M	1.77%	18

Other funds holding IYK

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

49 Wealth Management's IYK Position: Q2 2025 in Review

49 Wealth Management sold out of iShares US Consumer Staples ETF (IYK) in Q2 2025, closing a stake of 3,839 shares — an estimated $275K sold.

49 Wealth Management first reported a position in IYK in Q4 2023 and held it in 6 quarters. The position peaked at $8.2M in Q1 2024. 257 funds tracked by Wall St. Rank hold IYK as of Q2 2025.

49 Wealth Management reported no remaining iShares US Consumer Staples ETF position as of Q2 2025 after selling out during the quarter.
49 Wealth Management sold 3,839 iShares US Consumer Staples ETF shares in Q2 2025, an estimated $275K.
49 Wealth Management first reported a position in iShares US Consumer Staples ETF in Q4 2023 and held it in 6 quarters.
49 Wealth Management's iShares US Consumer Staples ETF position peaked at $8.2M in Q1 2024.
257 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2025.

Based on 49 Wealth Management's 13F filing for Q2 2025, filed 7 Aug 2025.