Atria Wealth Solutions’s iShares US Consumer Staples ETF IYK Stock Holding History

Atria Wealth Solutions’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	$350K	Sell	4,969 -514	-9%	-$36.2K	0.01%	1080
2025 Q1	$392K	Buy	5,483 +1	+0%	+$68	﹤0.01%	1322
2024 Q4	$360K	Sell	5,482 -152	-3%	-$10.4K	﹤0.01%	1436
2024 Q3	$398K	Buy	5,634 +2	+0%	+$138	﹤0.01%	1354
2024 Q2	$370K	Buy	5,632 +76	+1%	+$5.05K	﹤0.01%	1381
2024 Q1	$376K	Sell	5,556 -4,959	-47%	-$323K	﹤0.01%	1403
2023 Q4	$672K	Buy	10,515 +870	+9%	+$54.1K	0.01%	1055
2023 Q3	$604K	Sell	9,645 -6,729	-41%	-$445K	0.01%	1044
2023 Q2	$1.09M	Buy	16,374 +3,957	+32%	+$266K	0.01%	802
2023 Q1	$825K	Buy	12,417 +3,984	+47%	+$261K	0.01%	876
2022 Q4	$570K	Buy	8,433 +255	+3%	+$16.8K	0.01%	1008
2022 Q3	$490K	Buy	+8,178	New	+$537K	0.01%	1029
2022 Q2	–	Sell	-6,177	Closed	-$413K	–	1768
2022 Q1	$413K	Buy	+6,177	New	+$411K	0.01%	1166

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

Atria Wealth Solutions's IYK Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares US Consumer Staples ETF (IYK) stake by 9.4% in Q2 2025, selling an estimated $36.2K and leaving 4,969 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #1080.

Atria Wealth Solutions first reported a position in IYK in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.09M in Q2 2023. 257 funds tracked by Wall St. Rank hold IYK as of Q2 2025.

Atria Wealth Solutions held 4,969 shares of iShares US Consumer Staples ETF worth $350K as of Q2 2025.
Atria Wealth Solutions sold 514 iShares US Consumer Staples ETF shares in Q2 2025, an estimated $36.2K.
iShares US Consumer Staples ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1080 holding.
Atria Wealth Solutions first reported a position in iShares US Consumer Staples ETF in Q1 2022 and has held it in 13 quarters since.
Atria Wealth Solutions's iShares US Consumer Staples ETF position peaked at $1.09M in Q2 2023.
257 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.