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Curi RMB Capital’s iShares US Consumer Staples ETF IYK Stock Holding History

Curi RMB Capital’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
-85,139
Closed -$6.09M – 674
2025
Q1 		$6.09M Buy
+85,139
New +$5.78M 0.15% 176

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 $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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 $530B AUM 22.01% 1-Year Est. Return

Curi RMB Capital's IYK Position: Q2 2025 in Review

Curi RMB Capital sold out of iShares US Consumer Staples ETF (IYK) in Q2 2025, closing a stake of 85,139 shares — an estimated $6.09M sold.

Curi RMB Capital first reported a position in IYK in Q1 2025 and held it in 1 quarter. The position peaked at $6.09M in Q1 2025. 257 funds tracked by Wall St. Rank hold IYK as of Q2 2025.

  • Curi RMB Capital reported no remaining iShares US Consumer Staples ETF position as of Q2 2025 after selling out during the quarter.
  • Curi RMB Capital sold 85,139 iShares US Consumer Staples ETF shares in Q2 2025, an estimated $6.09M.
  • Curi RMB Capital first reported a position in iShares US Consumer Staples ETF in Q1 2025 and held it in 1 quarter.
  • Curi RMB Capital's iShares US Consumer Staples ETF position peaked at $6.09M in Q1 2025.
  • 257 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2025.

Based on Curi RMB Capital's 13F filing for Q2 2025, filed 14 Aug 2025.