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EWG Elevate’s iShares US Consumer Staples ETF IYK Stock Holding History

EWG Elevate’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
Q3 		– Sell
-24,886
Closed -$1.75M – 147
2025
Q2 		$1.75M Buy
+24,886
New +$1.75M 0.54% 55

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LPL Financial
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EWG Elevate's IYK Position: Q3 2025 in Review

EWG Elevate sold out of iShares US Consumer Staples ETF (IYK) in Q3 2025, closing a stake of 24,886 shares — an estimated $1.75M sold.

EWG Elevate first reported a position in IYK in Q2 2025 and held it in 1 quarter. The position peaked at $1.75M in Q2 2025. 255 funds tracked by Wall St. Rank hold IYK as of Q3 2025.

  • EWG Elevate reported no remaining iShares US Consumer Staples ETF position as of Q3 2025 after selling out during the quarter.
  • EWG Elevate sold 24,886 iShares US Consumer Staples ETF shares in Q3 2025, an estimated $1.75M.
  • EWG Elevate first reported a position in iShares US Consumer Staples ETF in Q2 2025 and held it in 1 quarter.
  • EWG Elevate's iShares US Consumer Staples ETF position peaked at $1.75M in Q2 2025.
  • 255 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.