Affiance Financial’s iShares US Consumer Staples ETF IYK Stock Holding History

Affiance Financial’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	-3,675	Closed	-$251K	–	108
2025 Q3	$251K	Hold	3,675	–	–	0.05%	95
2025 Q2	$259K	Hold	3,675	–	–	0.05%	91
2025 Q1	$263K	Hold	3,675	–	–	0.06%	91
2024 Q4	$241K	Hold	3,675	–	–	0.06%	97
2024 Q3	$259K	Hold	3,675	–	–	0.06%	89
2024 Q2	$242K	Hold	3,675	–	–	0.06%	88
2024 Q1	$249K	Hold	3,675	–	–	0.07%	88
2023 Q4	$235K	Hold	3,675	–	–	0.07%	93
2023 Q3	$228K	Hold	3,675	–	–	0.12%	89
2023 Q2	$245K	Hold	3,675	–	–	0.12%	94
2023 Q1	$244K	Hold	3,675	–	–	0.13%	90
2022 Q4	$248K	Hold	3,675	–	–	0.1%	91
2022 Q3	$220K	Hold	3,675	–	–	0.12%	75
2022 Q2	$239K	Hold	3,675	–	–	0.13%	79
2022 Q1	$245K	Hold	3,675	–	–	0.12%	85
2021 Q4	$245K	Hold	3,675	–	–	0.1%	99
2021 Q3	$220K	Hold	3,675	–	–	0.1%	103
2021 Q2	$225K	Hold	3,675	–	–	0.1%	104
2021 Q1	$217K	Hold	3,675	–	–	0.1%	103
2020 Q4	$212K	Hold	3,675	–	–	0.11%	97
2020 Q3	$183K	Hold	3,675	–	–	0.11%	96
2020 Q2	$156K	Hold	3,675	–	–	0.08%	92
2020 Q1	$133K	Hold	3,675	–	–	0.09%	82
2019 Q4	$163K	Buy	+3,675	New	+$157K	0.09%	94

Other funds holding IYK

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Affiance Financial's IYK Position: Q4 2025 in Review

Affiance Financial sold out of iShares US Consumer Staples ETF (IYK) in Q4 2025, closing a stake of 3,675 shares — an estimated $251K sold.

Affiance Financial first reported a position in IYK in Q4 2019 and held it in 24 quarters. The position peaked at $263K in Q1 2025. 269 funds tracked by Wall St. Rank hold IYK as of Q4 2025.

Affiance Financial reported no remaining iShares US Consumer Staples ETF position as of Q4 2025 after selling out during the quarter.
Affiance Financial sold 3,675 iShares US Consumer Staples ETF shares in Q4 2025, an estimated $251K.
Affiance Financial first reported a position in iShares US Consumer Staples ETF in Q4 2019 and held it in 24 quarters.
Affiance Financial's iShares US Consumer Staples ETF position peaked at $263K in Q1 2025.
269 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2025.

Based on Affiance Financial's 13F filing for Q4 2025, filed 21 Jan 2026.