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

Angeles 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
-342
Closed -$24.5K – 440
2025
Q1 		$24.5K Hold
342
– – ﹤0.01% 346
2024
Q4 		$22.4K Hold
342
– – ﹤0.01% 356
2024
Q3 		$24.1K Hold
342
– – ﹤0.01% 310
2024
Q2 		$22.5K Sell
342
-219
-39% -$14.6K ﹤0.01% 276
2024
Q1 		$37.9K Hold
561
– – ﹤0.01% 257
2023
Q4 		$35.9K Buy
+561
New +$34.9K ﹤0.01% 231

Other funds holding IYK

PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Angeles Wealth Management sold out of iShares US Consumer Staples ETF (IYK) in Q2 2025, closing a stake of 342 shares — an estimated $24.5K sold.

Angeles Wealth Management first reported a position in IYK in Q4 2023 and held it in 6 quarters. The position peaked at $37.9K in Q1 2024. 257 funds tracked by Wall St. Rank hold IYK as of Q2 2025.

  • Angeles Wealth Management reported no remaining iShares US Consumer Staples ETF position as of Q2 2025 after selling out during the quarter.
  • Angeles Wealth Management sold 342 iShares US Consumer Staples ETF shares in Q2 2025, an estimated $24.5K.
  • Angeles Wealth Management first reported a position in iShares US Consumer Staples ETF in Q4 2023 and held it in 6 quarters.
  • Angeles Wealth Management's iShares US Consumer Staples ETF position peaked at $37.9K in Q1 2024.
  • 257 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2025.

Based on Angeles Wealth Management's 13F filing for Q2 2025, filed 29 Jul 2025.