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Continuum Advisory’s iShares US Consumer Staples ETF IYK Stock Holding History

Continuum Advisory’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
-582
Closed -$41.7K – 1021
2025
Q1 		$41.7K Hold
582
– – 0.01% 729
2024
Q4 		$38.2K Sell
582
-144
-20% -$9.89K ﹤0.01% 716
2024
Q3 		$49.8K Sell
726
-525
-42% -$36.2K 0.01% 662
2024
Q2 		$82.3K Hold
1,251
– – 0.01% 530
2024
Q1 		$84.4K Buy
+1,251
New +$81.6K 0.01% 519
2023
Q4 		– Sell
-5,388
Closed -$335K – 472
2023
Q3 		$335K Sell
5,388
-996
-16% -$65.8K 0.05% 338
2023
Q2 		$426K Sell
6,384
-633
-9% -$42.5K 0.07% 306
2023
Q1 		$466K Buy
7,017
+1,131
+19% +$74K 0.08% 271
2022
Q4 		$398K Buy
5,886
+660
+13% +$43.4K 0.07% 301
2022
Q3 		$313K Buy
5,226
+939
+22% +$61.7K 0.06% 315
2022
Q2 		$279K Buy
+4,287
New +$288K 0.05% 339

Other funds holding IYK

PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return