Marshall Wace’s iShares US Consumer Staples ETF IYK Stock Holding History

Marshall Wace’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 Q3	–	Sell	-8,587	Closed	-$605K	–	3134
2025 Q2	$605K	Buy	+8,587	New	+$605K	﹤0.01%	2078
2023 Q2	–	Sell	-34,596	Closed	-$2.3M	–	2705
2023 Q1	$2.3M	Buy	+34,596	New	+$2.26M	﹤0.01%	1379
2022 Q3	–	Sell	-6,900	Closed	-$448K	–	3562
2022 Q2	$448K	Sell	6,900 -1,428	-17%	-$96K	﹤0.01%	2843
2022 Q1	$556K	Buy	+8,328	New	+$555K	﹤0.01%	2726
2020 Q2	–	Sell	-2,907	Closed	-$105K	–	1755
2020 Q1	$105K	Buy	+2,907	New	+$123K	﹤0.01%	1307
2019 Q4	–	Sell	-3,168	Closed	-$134K	–	1892
2019 Q3	$134K	Buy	+3,168	New	+$131K	﹤0.01%	1351

Other funds holding IYK

PCH

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Marshall Wace's IYK Position: Q3 2025 in Review

Marshall Wace sold out of iShares US Consumer Staples ETF (IYK) in Q3 2025, closing a stake of 8,587 shares — an estimated $605K sold.

Marshall Wace first reported a position in IYK in Q3 2019 and held it in 6 quarters. The position peaked at $2.3M in Q1 2023. 255 funds tracked by Wall St. Rank hold IYK as of Q3 2025.

Marshall Wace reported no remaining iShares US Consumer Staples ETF position as of Q3 2025 after selling out during the quarter.
Marshall Wace sold 8,587 iShares US Consumer Staples ETF shares in Q3 2025, an estimated $605K.
Marshall Wace first reported a position in iShares US Consumer Staples ETF in Q3 2019 and held it in 6 quarters.
Marshall Wace's iShares US Consumer Staples ETF position peaked at $2.3M in Q1 2023.
255 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2025.

Based on Marshall Wace's 13F filing for Q3 2025, filed 13 Nov 2025.