John Overdeck’s iShares US Consumer Staples ETF IYK Stock Holding History

John Overdeck’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	-8,200	Closed	-$578K	–	3793
2025 Q2	$578K	Buy	+8,200	New	+$578K	﹤0.01%	2520
2024 Q2	–	Sell	-31,800	Closed	-$2.15M	–	3180
2024 Q1	$2.15M	Buy	31,800 +18,600	+141%	+$1.21M	0.01%	1431
2023 Q4	$844K	Sell	13,200 -200,100	-94%	-$12.4M	﹤0.01%	2173
2023 Q3	$13.3M	Buy	213,300 +161,400	+311%	+$10.7M	0.04%	504
2023 Q2	$3.47M	Buy	51,900 +39,600	+322%	+$2.66M	0.01%	1103
2023 Q1	$817K	Sell	12,300 -54,600	-82%	-$3.57M	﹤0.01%	1977
2022 Q4	$4.52M	Sell	66,900 -6,300	-9%	-$415K	0.01%	906
2022 Q3	$4.39M	Buy	73,200 +47,100	+180%	+$3.09M	0.01%	804
2022 Q2	$1.7M	Buy	+26,100	New	+$1.75M	0.01%	1281

Other funds holding IYK

PCH

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

John Overdeck's IYK Position: Q3 2025 in Review

John Overdeck sold out of iShares US Consumer Staples ETF (IYK) in Q3 2025, closing a stake of 8,200 shares — an estimated $578K sold.

John Overdeck first reported a position in IYK in Q2 2022 and held it in 9 quarters. The position peaked at $13.3M in Q3 2023. 255 funds tracked by Wall St. Rank hold IYK as of Q3 2025.

John Overdeck reported no remaining iShares US Consumer Staples ETF position as of Q3 2025 after selling out during the quarter.
John Overdeck sold 8,200 iShares US Consumer Staples ETF shares in Q3 2025, an estimated $578K.
John Overdeck first reported a position in iShares US Consumer Staples ETF in Q2 2022 and held it in 9 quarters.
John Overdeck's iShares US Consumer Staples ETF position peaked at $13.3M in Q3 2023.
255 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2025.

Based on Two Sigma Investments's 13F filing for Q3 2025, filed 14 Nov 2025.