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 $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

Coppell Advisory Solutions's IYK Position: Q2 2025 in Review

Coppell Advisory Solutions sold out of iShares US Consumer Staples ETF (IYK) in Q2 2025, closing a stake of 17,009 shares — an estimated $1.72M sold.

Coppell Advisory Solutions first reported a position in IYK in Q4 2022 and held it in 8 quarters. The position peaked at $1.72M in Q1 2025. 257 funds tracked by Wall St. Rank hold IYK as of Q2 2025.

Coppell Advisory Solutions reported no remaining iShares US Consumer Staples ETF position as of Q2 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 17,009 iShares US Consumer Staples ETF shares in Q2 2025, an estimated $1.72M.
Coppell Advisory Solutions first reported a position in iShares US Consumer Staples ETF in Q4 2022 and held it in 8 quarters.
Coppell Advisory Solutions's iShares US Consumer Staples ETF position peaked at $1.72M in Q1 2025.
257 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2025.

Based on Coppell Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.