HRT Financial’s iShares US Consumer Staples ETF IYK Stock Holding History

HRT Financial’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	-4,422	Closed	-$302K	–	3592
2025 Q3	$302K	Sell	4,422 -1,884	-30%	-$131K	﹤0.01%	2167
2025 Q2	$444K	Buy	+6,306	New	+$444K	﹤0.01%	1666
2025 Q1	–	Sell	-3,266	Closed	-$214K	–	2943
2024 Q4	$214K	Buy	+3,266	New	+$224K	﹤0.01%	1899
2023 Q2	–	Sell	-78,414	Closed	-$5.21M	–	2855
2023 Q1	$5.21M	Buy	+78,414	New	+$5.13M	0.06%	253
2015 Q4	–	Sell	-53,928	Closed	-$1.84M	–	95
2015 Q3	$1.84M	Buy	+53,928	New	+$1.9M	1.57%	14

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

HRT Financial's IYK Position: Q4 2025 in Review

HRT Financial sold out of iShares US Consumer Staples ETF (IYK) in Q4 2025, closing a stake of 4,422 shares — an estimated $302K sold.

HRT Financial first reported a position in IYK in Q3 2015 and held it in 5 quarters. The position peaked at $5.21M in Q1 2023. 269 funds tracked by Wall St. Rank hold IYK as of Q4 2025.

HRT Financial reported no remaining iShares US Consumer Staples ETF position as of Q4 2025 after selling out during the quarter.
HRT Financial sold 4,422 iShares US Consumer Staples ETF shares in Q4 2025, an estimated $302K.
HRT Financial first reported a position in iShares US Consumer Staples ETF in Q3 2015 and held it in 5 quarters.
HRT Financial's iShares US Consumer Staples ETF position peaked at $5.21M in Q1 2023.
269 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2025.

Based on HRT Financial's 13F filing for Q4 2025, filed 12 Feb 2026.