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Boston Research & Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Boston Research & 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
2026
Q1 		– Sell
-10,500
Closed -$703K – 121
2025
Q4 		$703K Buy
+10,500
New +$713K 0.16% 78

Other funds holding IYK

DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Boston Research & Management's IYK Position: Q1 2026 in Review

Boston Research & Management sold out of iShares US Consumer Staples ETF (IYK) in Q1 2026, closing a stake of 10,500 shares — an estimated $703K sold.

Boston Research & Management first reported a position in IYK in Q4 2025 and held it in 1 quarter. The position peaked at $703K in Q4 2025. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

  • Boston Research & Management reported no remaining iShares US Consumer Staples ETF position as of Q1 2026 after selling out during the quarter.
  • Boston Research & Management sold 10,500 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $703K.
  • Boston Research & Management first reported a position in iShares US Consumer Staples ETF in Q4 2025 and held it in 1 quarter.
  • Boston Research & Management's iShares US Consumer Staples ETF position peaked at $703K in Q4 2025.
  • 290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Boston Research & Management's 13F filing for Q1 2026, filed 10 Apr 2026.