FHA
IYK icon

Flagship Harbor Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

Flagship Harbor Advisors’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
2026
Q1 		– Sell
-471
Closed -$31.5K – 1476
2025
Q4 		$31.5K Buy
+471
New +$32K ﹤0.01% 1195
2019
Q2 		– Sell
-318
Closed -$12K – 1923
2019
Q1 		$12K Hold
318
– – ﹤0.01% 1238
2018
Q4 		$11K Hold
318
– – ﹤0.01% 1196
2018
Q3 		$13K Hold
318
– – ﹤0.01% 1295
2018
Q2 		$12K Buy
+318
New +$12.4K ﹤0.01% 1292

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DWM
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OCA
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SWP
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LPL Financial
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return