KF
IYK icon

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

KKM 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
-10,682
Closed -$731K – 172
2025
Q3 		$731K Hold
10,682
– – 0.23% 76
2025
Q2 		$753K Buy
+10,682
New +$752K 0.26% 82
2024
Q3 		– Sell
-8,275
Closed -$1.18M – 150
2024
Q2 		$1.18M Sell
8,275
-6,356
-43% -$422K 0.56% 62
2024
Q1 		$989K Sell
14,631
-6,177
-30% -$403K 0.48% 68
2023
Q4 		$1.33M Buy
+20,808
New +$1.29M 0.84% 51

Other funds holding IYK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $38.8B AUM 21.88% 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

KKM Financial's IYK Position: Q4 2025 in Review

KKM Financial sold out of iShares US Consumer Staples ETF (IYK) in Q4 2025, closing a stake of 10,682 shares — an estimated $731K sold.

KKM Financial first reported a position in IYK in Q4 2023 and held it in 5 quarters. The position peaked at $1.33M in Q4 2023. 269 funds tracked by Wall St. Rank hold IYK as of Q4 2025.

  • KKM Financial reported no remaining iShares US Consumer Staples ETF position as of Q4 2025 after selling out during the quarter.
  • KKM Financial sold 10,682 iShares US Consumer Staples ETF shares in Q4 2025, an estimated $731K.
  • KKM Financial first reported a position in iShares US Consumer Staples ETF in Q4 2023 and held it in 5 quarters.
  • KKM Financial's iShares US Consumer Staples ETF position peaked at $1.33M in Q4 2023.
  • 269 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2025.

Based on KKM Financial's 13F filing for Q4 2025, filed 18 Feb 2026.