Kovitz Investment Group Partners
IYK icon

Kovitz Investment Group Partners’s iShares US Consumer Staples ETF IYK Stock Holding History

Kovitz Investment Group Partners’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
-20,578
Closed -$1.41M – 900
2025
Q3 		$1.41M Sell
20,578
-4,443
-18% -$310K 0.01% 749
2025
Q2 		$1.76M Buy
+25,021
New +$1.76M 0.01% 664

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Kovitz Investment Group Partners's IYK Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares US Consumer Staples ETF (IYK) in Q4 2025, closing a stake of 20,578 shares — an estimated $1.41M sold.

Kovitz Investment Group Partners first reported a position in IYK in Q2 2025 and held it in 2 quarters. The position peaked at $1.76M in Q2 2025. 269 funds tracked by Wall St. Rank hold IYK as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining iShares US Consumer Staples ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 20,578 iShares US Consumer Staples ETF shares in Q4 2025, an estimated $1.41M.
  • Kovitz Investment Group Partners first reported a position in iShares US Consumer Staples ETF in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's iShares US Consumer Staples ETF position peaked at $1.76M in Q2 2025.
  • 269 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.