Kayne Anderson Rudnick Investment Management
IYK icon

Kayne Anderson Rudnick Investment Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Kayne Anderson Rudnick Investment Management’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
2024
Q4 		– Sell
-15
Closed -$1.06K – 1009
2024
Q3 		$1.06K Hold
15
– – ﹤0.01% 869
2024
Q2 		$986 Hold
15
– – ﹤0.01% 847
2024
Q1 		$1.01K Hold
15
– – ﹤0.01% 837
2023
Q4 		$959 Hold
15
– – ﹤0.01% 834
2023
Q3 		$933 Buy
+15
New +$991 ﹤0.01% 752

Other funds holding IYK

PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's IYK Position: Q4 2024 in Review

Kayne Anderson Rudnick Investment Management sold out of iShares US Consumer Staples ETF (IYK) in Q4 2024, closing a stake of 15 shares — an estimated $1.06K sold.

Kayne Anderson Rudnick Investment Management first reported a position in IYK in Q3 2023 and held it in 5 quarters. The position peaked at $1.06K in Q3 2024. 249 funds tracked by Wall St. Rank hold IYK as of Q4 2024.

  • Kayne Anderson Rudnick Investment Management reported no remaining iShares US Consumer Staples ETF position as of Q4 2024 after selling out during the quarter.
  • Kayne Anderson Rudnick Investment Management sold 15 iShares US Consumer Staples ETF shares in Q4 2024, an estimated $1.06K.
  • Kayne Anderson Rudnick Investment Management first reported a position in iShares US Consumer Staples ETF in Q3 2023 and held it in 5 quarters.
  • Kayne Anderson Rudnick Investment Management's iShares US Consumer Staples ETF position peaked at $1.06K in Q3 2024.
  • 249 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2024.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.