Avantax Advisory Services’s iShares US Consumer Staples ETF IYK Stock Holding History

Avantax Advisory Services’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	$1.89M	Buy	26,761 +1,368	+5%	+$96.3K	0.01%	830
2025 Q1	$1.82M	Buy	25,393 +2,295	+10%	+$156K	0.01%	785
2024 Q4	$1.51M	Buy	23,098 +274	+1%	+$18.8K	0.01%	855
2024 Q3	$1.61M	Sell	22,824 -425	-2%	-$29.3K	0.01%	795
2024 Q2	$1.53M	Sell	23,249 -301	-1%	-$20K	0.01%	770
2024 Q1	$1.59M	Sell	23,550 -26,019	-52%	-$1.7M	0.01%	605
2023 Q4	$3.17M	Sell	49,569 -4,416	-8%	-$275K	0.03%	388
2023 Q3	$3.36M	Sell	53,985 -16,680	-24%	-$1.1M	0.04%	334
2023 Q2	$4.72M	Buy	70,665 +4,755	+7%	+$319K	0.05%	267
2023 Q1	$4.38M	Buy	65,910 +4,341	+7%	+$284K	0.05%	270
2022 Q4	$4.16M	Buy	61,569 +29,196	+90%	+$1.92M	0.06%	262
2022 Q3	$1.94M	Buy	32,373 +1,923	+6%	+$126K	0.03%	381
2022 Q2	$1.98M	Buy	+30,450	New	+$2.05M	0.03%	382
2020 Q4	–	Sell	-7,371	Closed	-$367K	–	1147
2020 Q3	$367K	Buy	+7,371	New	+$352K	0.01%	932

Other funds holding IYK

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avantax Advisory Services's IYK Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares US Consumer Staples ETF (IYK) stake by 5.4% in Q2 2025, buying an estimated $96.3K and bringing the position to 26,761 shares worth $1.89M. The position accounts for 0.01% of the portfolio, ranked #830.

Avantax Advisory Services first reported a position in IYK in Q3 2020 and has held it in 14 quarters since. The position peaked at $4.72M in Q2 2023. 257 funds tracked by Wall St. Rank hold IYK as of Q2 2025.

Avantax Advisory Services held 26,761 shares of iShares US Consumer Staples ETF worth $1.89M as of Q2 2025.
Avantax Advisory Services bought 1,368 iShares US Consumer Staples ETF shares in Q2 2025, an estimated $96.3K.
iShares US Consumer Staples ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #830 holding.
Avantax Advisory Services first reported a position in iShares US Consumer Staples ETF in Q3 2020 and has held it in 14 quarters since.
Avantax Advisory Services's iShares US Consumer Staples ETF position peaked at $4.72M in Q2 2023.
257 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.