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Financial Gravity Companies’s iShares US Consumer Staples ETF IYK Stock Holding History

Financial Gravity Companies’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 		$6.77K Buy
+96
New +$6.76K ﹤0.01% 647
2024
Q4 		$25.6K Hold
391
– – 0.01% 400
2024
Q3 		$27.6K Buy
+391
New +$27K 0.01% 237

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

Financial Gravity Companies's IYK Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares US Consumer Staples ETF (IYK) in Q2 2025: 96 shares worth $6.77K. The stake represents ﹤0.01% of the portfolio and ranks #647 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IYK as recently as Q4 2024.

Financial Gravity Companies first reported a position in IYK in Q3 2024 and has held it in 3 quarters since. The position peaked at $27.6K in Q3 2024. 257 funds tracked by Wall St. Rank hold IYK as of Q2 2025.

  • Financial Gravity Companies held 96 shares of iShares US Consumer Staples ETF worth $6.77K as of Q2 2025.
  • iShares US Consumer Staples ETF was a new Financial Gravity Companies position in Q2 2025.
  • iShares US Consumer Staples ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #647 holding.
  • Financial Gravity Companies first reported a position in iShares US Consumer Staples ETF in Q3 2024 and has held it in 3 quarters since.
  • Financial Gravity Companies's iShares US Consumer Staples ETF position peaked at $27.6K in Q3 2024.
  • 257 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.