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

Cercano 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
Q4 		– Sell
-25,446
Closed -$1.74M – 154
2025
Q3 		$1.74M Sell
25,446
-4,521
-15% -$315K 0.07% 84
2025
Q2 		$2.11M Sell
29,967
-5,698
-16% -$401K 0.06% 83
2025
Q1 		$2.55M Buy
+35,665
New +$2.42M 0.08% 74

Other funds holding IYK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cercano Management's IYK Position: Q4 2025 in Review

Cercano Management sold out of iShares US Consumer Staples ETF (IYK) in Q4 2025, closing a stake of 25,446 shares — an estimated $1.74M sold.

Cercano Management first reported a position in IYK in Q1 2025 and held it in 3 quarters. The position peaked at $2.55M in Q1 2025. 269 funds tracked by Wall St. Rank hold IYK as of Q4 2025.

  • Cercano Management reported no remaining iShares US Consumer Staples ETF position as of Q4 2025 after selling out during the quarter.
  • Cercano Management sold 25,446 iShares US Consumer Staples ETF shares in Q4 2025, an estimated $1.74M.
  • Cercano Management first reported a position in iShares US Consumer Staples ETF in Q1 2025 and held it in 3 quarters.
  • Cercano Management's iShares US Consumer Staples ETF position peaked at $2.55M in Q1 2025.
  • 269 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2025.

Based on Cercano Management's 13F filing for Q4 2025, filed 10 Feb 2026.