Grimes & Company’s iShares US Consumer Staples ETF IYK Stock Holding History

Grimes & Company’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 Q4	–	Sell	-3,330	Closed	-$228K	–	474
2025 Q3	$228K	Sell	3,330 -40	-1%	-$2.79K	0.01%	421
2025 Q2	$238K	Buy	+3,370	New	+$237K	0.01%	377
2025 Q1	–	Sell	-49,289	Closed	-$3.23M	–	393
2024 Q4	$3.23M	Buy	+49,289	New	+$3.39M	0.09%	117
2017 Q2	–	Sell	-287,136	Closed	-$11.4M	–	206
2017 Q1	$11.4M	Buy	+287,136	New	+$11.1M	1.25%	19

Other funds holding IYK

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Grimes & Company's IYK Position: Q4 2025 in Review

Grimes & Company sold out of iShares US Consumer Staples ETF (IYK) in Q4 2025, closing a stake of 3,330 shares — an estimated $228K sold.

Grimes & Company first reported a position in IYK in Q1 2017 and held it in 4 quarters. The position peaked at $11.4M in Q1 2017. 269 funds tracked by Wall St. Rank hold IYK as of Q4 2025.

Grimes & Company reported no remaining iShares US Consumer Staples ETF position as of Q4 2025 after selling out during the quarter.
Grimes & Company sold 3,330 iShares US Consumer Staples ETF shares in Q4 2025, an estimated $228K.
Grimes & Company first reported a position in iShares US Consumer Staples ETF in Q1 2017 and held it in 4 quarters.
Grimes & Company's iShares US Consumer Staples ETF position peaked at $11.4M in Q1 2017.
269 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2025.

Based on Grimes & Company's 13F filing for Q4 2025, filed 3 Feb 2026.