Mariner
IYK icon

Mariner’s iShares US Consumer Staples ETF IYK Stock Holding History

Mariner’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 		$1.09M Buy
15,531
+3,244
+26% +$233K ﹤0.01% 1907
2025
Q4 		$822K Sell
12,287
-1,264
-9% -$85.8K ﹤0.01% 2080
2025
Q3 		$927K Sell
13,551
-29
-0.2% -$2.02K ﹤0.01% 1968
2025
Q2 		$957K Buy
13,580
+9,390
+224% +$661K ﹤0.01% 1822
2025
Q1 		$300K Buy
4,190
+108
+3% +$7.33K ﹤0.01% 2624
2024
Q4 		$268K Sell
4,082
-438
-10% -$30.1K ﹤0.01% 2728
2024
Q3 		$319K Buy
4,520
+958
+27% +$66.1K ﹤0.01% 2522
2024
Q2 		$234K Buy
3,562
+534
+18% +$35.5K ﹤0.01% 2654
2024
Q1 		$205K Sell
3,028
-6,332
-68% -$413K ﹤0.01% 2750
2023
Q4 		$598K Buy
+9,360
New +$582K ﹤0.01% 1827
2023
Q2 		– Sell
-5,187
Closed -$344K – 2877
2023
Q1 		$344K Hold
5,187
– – ﹤0.01% 1960
2022
Q4 		$351K Sell
5,187
-48
-0.9% -$3.16K ﹤0.01% 1899
2022
Q3 		$314K Buy
+5,235
New +$344K ﹤0.01% 1735
2015
Q4 		– Sell
-6,318
Closed -$216K – 519
2015
Q3 		$216K Buy
+6,318
New +$222K 0.01% 466

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