First Heartland Consultants’s iShares US Consumer Staples ETF IYK Stock Holding History

First Heartland Consultants’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	-9,381	Closed	-$671K	–	519
2025 Q1	$671K	Buy	+9,381	New	+$637K	0.07%	194
2022 Q4	–	Sell	-15,888	Closed	-$952K	–	383
2022 Q3	$952K	Sell	15,888 -23,754	-60%	-$1.56M	0.08%	130
2022 Q2	$2.58M	Sell	39,642 -2,043	-5%	-$137K	0.4%	60
2022 Q1	$2.78M	Buy	+41,685	New	+$2.78M	0.43%	48

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

First Heartland Consultants's IYK Position: Q2 2025 in Review

First Heartland Consultants sold out of iShares US Consumer Staples ETF (IYK) in Q2 2025, closing a stake of 9,381 shares — an estimated $671K sold.

First Heartland Consultants first reported a position in IYK in Q1 2022 and held it in 4 quarters. The position peaked at $2.78M in Q1 2022. 257 funds tracked by Wall St. Rank hold IYK as of Q2 2025.

First Heartland Consultants reported no remaining iShares US Consumer Staples ETF position as of Q2 2025 after selling out during the quarter.
First Heartland Consultants sold 9,381 iShares US Consumer Staples ETF shares in Q2 2025, an estimated $671K.
First Heartland Consultants first reported a position in iShares US Consumer Staples ETF in Q1 2022 and held it in 4 quarters.
First Heartland Consultants's iShares US Consumer Staples ETF position peaked at $2.78M in Q1 2022.
257 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2025.

Based on First Heartland Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.