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

Congress 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 Q2	$5.14M	Buy	72,925 +809	+1%	+$57K	0.05%	375
2025 Q1	$5.16M	Buy	+72,116	New	+$4.9M	0.06%	325
2023 Q1	–	Sell	-5,493	Closed	-$371K	–	567
2022 Q4	$371K	Buy	+5,493	New	+$362K	0.01%	451

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

Congress Wealth Management's IYK Position: Q2 2025 in Review

Congress Wealth Management increased its iShares US Consumer Staples ETF (IYK) stake by 1.1% in Q2 2025, buying an estimated $57K and bringing the position to 72,925 shares worth $5.14M. The position accounts for 0.05% of the portfolio, ranked #375.

Congress Wealth Management first reported a position in IYK in Q4 2022 and has held it in 3 quarters since. The position peaked at $5.16M in Q1 2025. 257 funds tracked by Wall St. Rank hold IYK as of Q2 2025.

Congress Wealth Management held 72,925 shares of iShares US Consumer Staples ETF worth $5.14M as of Q2 2025.
Congress Wealth Management bought 809 iShares US Consumer Staples ETF shares in Q2 2025, an estimated $57K.
iShares US Consumer Staples ETF made up 0.05% of Congress Wealth Management's portfolio in Q2 2025, its #375 holding.
Congress Wealth Management first reported a position in iShares US Consumer Staples ETF in Q4 2022 and has held it in 3 quarters since.
Congress Wealth Management's iShares US Consumer Staples ETF position peaked at $5.16M in Q1 2025.
257 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.