MCM
IYK icon

MAI Capital Management’s iShares US Consumer Staples ETF IYK Stock Holding History

MAI Capital 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
2026
Q1 		$519K Buy
7,414
+31
+0.4% +$2.23K ﹤0.01% 1009
2025
Q4 		$494K Buy
7,383
+67
+0.9% +$4.55K ﹤0.01% 966
2025
Q3 		$500K Buy
7,316
+42
+0.6% +$2.93K ﹤0.01% 915
2025
Q2 		$513K Buy
7,274
+37
+0.5% +$2.61K ﹤0.01% 842
2025
Q1 		$518K Buy
7,237
+26
+0.4% +$1.76K ﹤0.01% 812
2024
Q4 		$473K Buy
7,211
+50
+0.7% +$3.44K ﹤0.01% 863
2024
Q3 		$505K Sell
7,161
-69
-1% -$4.76K ﹤0.01% 742
2024
Q2 		$475K Sell
7,230
-301
-4% -$20K ﹤0.01% 831
2024
Q1 		$509K Buy
7,531
+40
+0.5% +$2.61K 0.01% 791
2023
Q4 		$479K Buy
+7,491
New +$466K 0.01% 716

Other funds holding IYK

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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