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American Trust’s iShares US Consumer Staples ETF IYK Stock Holding History

American Trust’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
-3,112
Closed -$213K – 349
2025
Q3 		$213K Buy
+3,112
New +$217K 0.02% 302

Other funds holding IYK

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Morgan Stanley
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PGIM Custom Harvest
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

American Trust's IYK Position: Q4 2025 in Review

American Trust sold out of iShares US Consumer Staples ETF (IYK) in Q4 2025, closing a stake of 3,112 shares — an estimated $213K sold.

American Trust first reported a position in IYK in Q3 2025 and held it in 1 quarter. The position peaked at $213K in Q3 2025. 269 funds tracked by Wall St. Rank hold IYK as of Q4 2025.

  • American Trust reported no remaining iShares US Consumer Staples ETF position as of Q4 2025 after selling out during the quarter.
  • American Trust sold 3,112 iShares US Consumer Staples ETF shares in Q4 2025, an estimated $213K.
  • American Trust first reported a position in iShares US Consumer Staples ETF in Q3 2025 and held it in 1 quarter.
  • American Trust's iShares US Consumer Staples ETF position peaked at $213K in Q3 2025.
  • 269 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2025.

Based on American Trust's 13F filing for Q4 2025, filed 17 Feb 2026.