Laidlaw Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Laidlaw Wealth 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
2025 Q1	–	Sell	-3,497	Closed	-$229K	–	109
2024 Q4	$229K	Hold	3,497	–	–	0.1%	158
2024 Q3	$247K	Sell	3,497 -1,326	-27%	-$91.5K	0.12%	151
2024 Q2	$317K	Buy	4,823 +14	+0.3%	+$930	0.17%	128
2024 Q1	$325K	Hold	4,809	–	–	0.18%	128
2023 Q4	$307K	Sell	4,809 -1,602	-25%	-$99.7K	0.11%	182
2023 Q3	$399K	Sell	6,411 -591	-8%	-$39K	0.13%	171
2023 Q2	$467K	Sell	7,002 -564	-7%	-$37.8K	0.09%	204
2023 Q1	$502K	Sell	7,566 -2,499	-25%	-$164K	0.1%	202
2022 Q4	$680K	Buy	+10,065	New	+$662K	0.15%	159
2022 Q3	–	Sell	-4,437	Closed	-$288K	–	347
2022 Q2	$288K	Hold	4,437	–	–	0.06%	279
2022 Q1	$296K	Buy	4,437 +273	+7%	+$18.2K	0.05%	304
2021 Q4	$278K	Buy	+4,164	New	+$261K	0.04%	322

Other funds holding IYK

PCH

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Laidlaw Wealth Management's IYK Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of iShares US Consumer Staples ETF (IYK) in Q1 2025, closing a stake of 3,497 shares — an estimated $229K sold.

Laidlaw Wealth Management first reported a position in IYK in Q4 2021 and held it in 12 quarters. The position peaked at $680K in Q4 2022. 256 funds tracked by Wall St. Rank hold IYK as of Q1 2025.

Laidlaw Wealth Management reported no remaining iShares US Consumer Staples ETF position as of Q1 2025 after selling out during the quarter.
Laidlaw Wealth Management sold 3,497 iShares US Consumer Staples ETF shares in Q1 2025, an estimated $229K.
Laidlaw Wealth Management first reported a position in iShares US Consumer Staples ETF in Q4 2021 and held it in 12 quarters.
Laidlaw Wealth Management's iShares US Consumer Staples ETF position peaked at $680K in Q4 2022.
256 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.