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Fortitude Family Office’s iShares US Consumer Staples ETF IYK Stock Holding History

Fortitude Family Office’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
Q1 		– Sell
-393
Closed -$25.8K – 1226
2024
Q4 		$25.8K Hold
393
– – 0.01% 400
2024
Q3 		$27.7K Buy
+393
New +$27.1K 0.01% 345

Other funds holding IYK

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HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Fortitude Family Office's IYK Position: Q1 2025 in Review

Fortitude Family Office sold out of iShares US Consumer Staples ETF (IYK) in Q1 2025, closing a stake of 393 shares — an estimated $25.8K sold.

Fortitude Family Office first reported a position in IYK in Q3 2024 and held it in 2 quarters. The position peaked at $27.7K in Q3 2024. 254 funds tracked by Wall St. Rank hold IYK as of Q1 2025.

  • Fortitude Family Office reported no remaining iShares US Consumer Staples ETF position as of Q1 2025 after selling out during the quarter.
  • Fortitude Family Office sold 393 iShares US Consumer Staples ETF shares in Q1 2025, an estimated $25.8K.
  • Fortitude Family Office first reported a position in iShares US Consumer Staples ETF in Q3 2024 and held it in 2 quarters.
  • Fortitude Family Office's iShares US Consumer Staples ETF position peaked at $27.7K in Q3 2024.
  • 254 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2025.

Based on Fortitude Family Office's 13F filing for Q1 2025, filed 16 Apr 2025.