Bogart Wealth LLC’s iShares US Consumer Staples ETF IYK Stock Holding History

Bogart Wealth LLC’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	-12	Closed	-$859	–	1502
2025 Q1	$859	Hold	12	–	–	﹤0.01%	1202
2024 Q4	$787	Hold	12	–	–	﹤0.01%	1232
2024 Q3	$847	Hold	12	–	–	﹤0.01%	1038
2024 Q2	$789	Buy	+12	New	+$797	﹤0.01%	1019
2023 Q4	–	Sell	-27	Closed	-$1.68K	–	1099
2023 Q3	$1.68K	Hold	27	–	–	﹤0.01%	905
2023 Q2	$1.8K	Sell	27 -135	-83%	-$9.06K	﹤0.01%	894
2023 Q1	$10.8K	Sell	162 -84	-34%	-$5.5K	﹤0.01%	577
2022 Q4	$16.6K	Hold	246	–	–	﹤0.01%	456
2022 Q3	$15K	Hold	246	–	–	﹤0.01%	474
2022 Q2	$16K	Hold	246	–	–	﹤0.01%	451
2022 Q1	$16K	Hold	246	–	–	﹤0.01%	418
2021 Q4	$16K	Buy	+246	New	+$15.4K	﹤0.01%	406

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

Bogart Wealth LLC's IYK Position: Q2 2025 in Review

Bogart Wealth LLC sold out of iShares US Consumer Staples ETF (IYK) in Q2 2025, closing a stake of 12 shares — an estimated $859 sold.

Bogart Wealth LLC first reported a position in IYK in Q4 2021 and held it in 12 quarters. The position peaked at $16.6K in Q4 2022. 257 funds tracked by Wall St. Rank hold IYK as of Q2 2025.

Bogart Wealth LLC reported no remaining iShares US Consumer Staples ETF position as of Q2 2025 after selling out during the quarter.
Bogart Wealth LLC sold 12 iShares US Consumer Staples ETF shares in Q2 2025, an estimated $859.
Bogart Wealth LLC first reported a position in iShares US Consumer Staples ETF in Q4 2021 and held it in 12 quarters.
Bogart Wealth LLC's iShares US Consumer Staples ETF position peaked at $16.6K in Q4 2022.
257 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2025.

Based on Bogart Wealth LLC's 13F filing for Q2 2025, filed 30 Jul 2025.