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GeoWealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History

GeoWealth Management’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
-3,699
Closed -$261K – 1002
2025
Q2 		$261K Sell
3,699
-4,189
-53% -$295K 0.01% 581
2025
Q1 		$565K Buy
+7,888
New +$536K 0.02% 398
2024
Q4 		– Hold
0
– – – 1786
2024
Q3 		– Hold
0
– – – 1687

Other funds holding IYK

PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
SPIA
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

GeoWealth Management's IYK Position: Q3 2025 in Review

GeoWealth Management sold out of iShares US Consumer Staples ETF (IYK) in Q3 2025, closing a stake of 3,699 shares — an estimated $261K sold.

GeoWealth Management first reported a position in IYK in Q1 2025 and held it in 2 quarters. The position peaked at $565K in Q1 2025. 255 funds tracked by Wall St. Rank hold IYK as of Q3 2025.

  • GeoWealth Management reported no remaining iShares US Consumer Staples ETF position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 3,699 iShares US Consumer Staples ETF shares in Q3 2025, an estimated $261K.
  • GeoWealth Management first reported a position in iShares US Consumer Staples ETF in Q1 2025 and held it in 2 quarters.
  • GeoWealth Management's iShares US Consumer Staples ETF position peaked at $565K in Q1 2025.
  • 255 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.