JTC Employer Solutions Trustee’s iShares US Consumer Staples ETF IYK Stock Holding History

JTC Employer Solutions Trustee’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 Q2	–	Sell	-3,321	Closed	-$238K	–	315
2025 Q1	$238K	Hold	3,321	–	–	0.02%	123
2024 Q4	$217K	Hold	3,321	–	–	0.02%	125
2024 Q3	$235K	Hold	3,321	–	–	0.02%	122
2024 Q2	$218K	Hold	3,321	–	–	0.01%	125
2024 Q1	$224K	Hold	3,321	–	–	0.01%	125
2023 Q4	$211K	Hold	3,321	–	–	0.02%	125
2023 Q3	$207K	Hold	3,321	–	–	0.02%	125
2023 Q2	$222K	Hold	3,321	–	–	0.02%	121
2023 Q1	$221K	Hold	3,321	–	–	0.02%	118
2022 Q4	$224K	Hold	3,321	–	–	0.02%	113
2022 Q3	$199K	Hold	3,321	–	–	0.03%	106
2022 Q2	$216K	Hold	3,321	–	–	0.03%	92
2022 Q1	$222K	Hold	3,321	–	–	0.02%	104
2021 Q4	$222K	Hold	3,321	–	–	0.03%	101
2021 Q3	$199K	Hold	3,321	–	–	0.03%	105
2021 Q2	$203K	Buy	+3,321	New	+$200K	0.03%	93

Other funds holding IYK

PCH

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JTC Employer Solutions Trustee's IYK Position: Q2 2025 in Review

JTC Employer Solutions Trustee sold out of iShares US Consumer Staples ETF (IYK) in Q2 2025, closing a stake of 3,321 shares — an estimated $238K sold.

JTC Employer Solutions Trustee first reported a position in IYK in Q2 2021 and held it in 16 quarters. The position peaked at $238K in Q1 2025. 257 funds tracked by Wall St. Rank hold IYK as of Q2 2025.

JTC Employer Solutions Trustee reported no remaining iShares US Consumer Staples ETF position as of Q2 2025 after selling out during the quarter.
JTC Employer Solutions Trustee sold 3,321 iShares US Consumer Staples ETF shares in Q2 2025, an estimated $238K.
JTC Employer Solutions Trustee first reported a position in iShares US Consumer Staples ETF in Q2 2021 and held it in 16 quarters.
JTC Employer Solutions Trustee's iShares US Consumer Staples ETF position peaked at $238K in Q1 2025.
257 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2025.

Based on JTC Employer Solutions Trustee's 13F filing for Q2 2025, filed 29 Jul 2025.