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

Litman Gregory 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 Q4	$121K	Buy	+1,809	New	+$123K	0.01%	173

Other funds holding IYK

LPL Financial San Diego, California $445B AUM 25.58% 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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 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

PCH

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Litman Gregory Wealth Management's IYK Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in iShares US Consumer Staples ETF (IYK) in Q4 2025: 1,809 shares worth $121K. The stake represents 0.01% of the portfolio and ranks #173 among its holdings.

269 funds tracked by Wall St. Rank hold IYK as of Q4 2025.

Litman Gregory Wealth Management held 1,809 shares of iShares US Consumer Staples ETF worth $121K as of Q4 2025.
iShares US Consumer Staples ETF was a new Litman Gregory Wealth Management position in Q4 2025.
iShares US Consumer Staples ETF made up 0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #173 holding.
269 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.