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

Avior 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
Q1 		– Sell
-226
Closed -$8.37K – 1551
2024
Q4 		$8.37K Buy
226
+1
+0.4% +$69 ﹤0.01% 1679
2024
Q3 		$8.97K Hold
225
– – ﹤0.01% 1597
2024
Q2 		$8.37K Sell
225
-743
-77% -$49.4K ﹤0.01% 1566
2024
Q1 		$58.8K Buy
968
+539
+126% +$35.1K ﹤0.01% 1176
2023
Q4 		$8.35K Sell
429
-672
-61% -$41.8K ﹤0.01% 1020
2023
Q3 		$50K Sell
1,101
-3,621
-77% -$239K ﹤0.01% 758
2023
Q2 		$296K Sell
4,722
-1,839
-28% -$123K 0.02% 450
2023
Q1 		$416K Buy
6,561
+5,409
+470% +$354K 0.03% 397
2022
Q4 		$57.8K Buy
1,152
+33
+3% +$2.17K ﹤0.01% 603
2022
Q3 		$49K Buy
1,119
+819
+273% +$53.8K ﹤0.01% 607
2022
Q2 		$0 Buy
+300
New +$20.2K ﹤0.01% 1146

Other funds holding IYK

PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Avior Wealth Management's IYK Position: Q1 2025 in Review

Avior Wealth Management sold out of iShares US Consumer Staples ETF (IYK) in Q1 2025, closing a stake of 226 shares — an estimated $8.37K sold.

Avior Wealth Management first reported a position in IYK in Q2 2022 and held it in 11 quarters. The position peaked at $416K in Q1 2023. 256 funds tracked by Wall St. Rank hold IYK as of Q1 2025.

  • Avior Wealth Management reported no remaining iShares US Consumer Staples ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 226 iShares US Consumer Staples ETF shares in Q1 2025, an estimated $8.37K.
  • Avior Wealth Management first reported a position in iShares US Consumer Staples ETF in Q2 2022 and held it in 11 quarters.
  • Avior Wealth Management's iShares US Consumer Staples ETF position peaked at $416K in Q1 2023.
  • 256 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.