BCMLT
IYK icon

Beacon Capital Management LLC (Tennessee)’s iShares US Consumer Staples ETF IYK Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
-464
Closed -$30.4K – 1165
2024
Q4 		$30.4K Buy
464
+4
+0.9% +$275 ﹤0.01% 390
2024
Q3 		$32.5K Hold
460
– – ﹤0.01% 395
2024
Q2 		$30.2K Buy
+460
New +$30.6K 0.01% 374

Other funds holding IYK

PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s IYK Position: Q1 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of iShares US Consumer Staples ETF (IYK) in Q1 2025, closing a stake of 464 shares — an estimated $30.4K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in IYK in Q2 2024 and held it in 3 quarters. The position peaked at $32.5K in Q3 2024. 254 funds tracked by Wall St. Rank hold IYK as of Q1 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining iShares US Consumer Staples ETF position as of Q1 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 464 iShares US Consumer Staples ETF shares in Q1 2025, an estimated $30.4K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in iShares US Consumer Staples ETF in Q2 2024 and held it in 3 quarters.
  • Beacon Capital Management LLC (Tennessee)'s iShares US Consumer Staples ETF position peaked at $32.5K in Q3 2024.
  • 254 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2025, filed 21 Apr 2025.