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Jim Saulnier & Associates’s iShares US Consumer Staples ETF IYK Stock Holding History

Jim Saulnier & Associates’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
-3,798
Closed -$260K – 147
2025
Q3 		$260K Buy
+3,798
New +$265K 0.14% 114

Other funds holding IYK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jim Saulnier & Associates's IYK Position: Q4 2025 in Review

Jim Saulnier & Associates sold out of iShares US Consumer Staples ETF (IYK) in Q4 2025, closing a stake of 3,798 shares — an estimated $260K sold.

Jim Saulnier & Associates first reported a position in IYK in Q3 2025 and held it in 1 quarter. The position peaked at $260K in Q3 2025. 269 funds tracked by Wall St. Rank hold IYK as of Q4 2025.

  • Jim Saulnier & Associates reported no remaining iShares US Consumer Staples ETF position as of Q4 2025 after selling out during the quarter.
  • Jim Saulnier & Associates sold 3,798 iShares US Consumer Staples ETF shares in Q4 2025, an estimated $260K.
  • Jim Saulnier & Associates first reported a position in iShares US Consumer Staples ETF in Q3 2025 and held it in 1 quarter.
  • Jim Saulnier & Associates's iShares US Consumer Staples ETF position peaked at $260K in Q3 2025.
  • 269 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2025.

Based on Jim Saulnier & Associates's 13F filing for Q4 2025, filed 29 Jan 2026.