Mawer Investment Management
IYK icon

Mawer Investment Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Mawer Investment 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 		– Sell
-16,980
Closed -$1.14M – 134
2025
Q4 		$1.14M Buy
+16,980
New +$1.15M 0.01% 120

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OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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

Mawer Investment Management's IYK Position: Q1 2026 in Review

Mawer Investment Management sold out of iShares US Consumer Staples ETF (IYK) in Q1 2026, closing a stake of 16,980 shares — an estimated $1.14M sold.

Mawer Investment Management first reported a position in IYK in Q4 2025 and held it in 1 quarter. The position peaked at $1.14M in Q4 2025. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

  • Mawer Investment Management reported no remaining iShares US Consumer Staples ETF position as of Q1 2026 after selling out during the quarter.
  • Mawer Investment Management sold 16,980 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $1.14M.
  • Mawer Investment Management first reported a position in iShares US Consumer Staples ETF in Q4 2025 and held it in 1 quarter.
  • Mawer Investment Management's iShares US Consumer Staples ETF position peaked at $1.14M in Q4 2025.
  • 290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Mawer Investment Management's 13F filing for Q1 2026, filed 6 May 2026.