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Advisors Capital Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Advisors Capital 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
Q4 		– Sell
-50,219
Closed -$3.43M – 583
2025
Q3 		$3.43M Buy
+50,219
New +$3.5M 0.04% 237

Other funds holding IYK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisors Capital Management's IYK Position: Q4 2025 in Review

Advisors Capital Management sold out of iShares US Consumer Staples ETF (IYK) in Q4 2025, closing a stake of 50,219 shares — an estimated $3.43M sold.

Advisors Capital Management first reported a position in IYK in Q3 2025 and held it in 1 quarter. The position peaked at $3.43M in Q3 2025. 269 funds tracked by Wall St. Rank hold IYK as of Q4 2025.

  • Advisors Capital Management reported no remaining iShares US Consumer Staples ETF position as of Q4 2025 after selling out during the quarter.
  • Advisors Capital Management sold 50,219 iShares US Consumer Staples ETF shares in Q4 2025, an estimated $3.43M.
  • Advisors Capital Management first reported a position in iShares US Consumer Staples ETF in Q3 2025 and held it in 1 quarter.
  • Advisors Capital Management's iShares US Consumer Staples ETF position peaked at $3.43M in Q3 2025.
  • 269 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2025.

Based on Advisors Capital Management's 13F filing for Q4 2025, filed 29 Jan 2026.