CAS
IYK icon

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

Coppell Advisory Solutions’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
-17,009
Closed -$1.72M – 396
2025
Q1 		$1.72M Buy
17,009
+16,790
+7,667% +$1.14M 0.24% 102
2024
Q4 		$14.3K Hold
219
– – ﹤0.01% 988
2024
Q3 		$15.5K Hold
219
– – ﹤0.01% 953
2024
Q2 		$14.4K Buy
+219
New +$14.6K ﹤0.01% 896
2023
Q4 		$16.4K Sell
255
-240
-48% -$14.9K ﹤0.01% 805
2023
Q3 		$33.5K Buy
495
+360
+267% +$23.8K 0.01% 416
2023
Q2 		$9.01K Buy
+135
New +$9.06K ﹤0.01% 723
2023
Q1 		– Sell
-495
Closed -$33.5K – 661
2022
Q4 		$33.5K Buy
+495
New +$32.6K 0.01% 419

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