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

Meridian 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 Q3	–	Sell	-3,194	Closed	-$225K	–	717
2025 Q2	$225K	Buy	3,194 +67	+2%	+$4.72K	0.01%	621
2025 Q1	$224K	Sell	3,127 -18	-0.6%	-$1.22K	0.01%	580
2024 Q4	$206K	Sell	3,145 -810	-20%	-$55.6K	0.01%	600
2024 Q3	$279K	Buy	+3,955	New	+$273K	0.01%	535
2024 Q2	–	Sell	-4,286	Closed	-$290K	–	432
2024 Q1	$290K	Sell	4,286 -319	-7%	-$20.8K	0.05%	170
2023 Q4	$294K	Sell	4,605 -4,725	-51%	-$294K	0.02%	504
2023 Q3	$580K	Buy	9,330 +4,245	+83%	+$280K	0.04%	335
2023 Q2	$340K	Sell	5,085 -102	-2%	-$6.84K	0.03%	405
2023 Q1	$344K	Sell	5,187 -312	-6%	-$20.4K	0.03%	390
2022 Q4	$372K	Buy	+5,499	New	+$362K	0.04%	366

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

Meridian Wealth Management's IYK Position: Q3 2025 in Review

Meridian Wealth Management sold out of iShares US Consumer Staples ETF (IYK) in Q3 2025, closing a stake of 3,194 shares — an estimated $225K sold.

Meridian Wealth Management first reported a position in IYK in Q4 2022 and held it in 10 quarters. The position peaked at $580K in Q3 2023. 255 funds tracked by Wall St. Rank hold IYK as of Q3 2025.

Meridian Wealth Management reported no remaining iShares US Consumer Staples ETF position as of Q3 2025 after selling out during the quarter.
Meridian Wealth Management sold 3,194 iShares US Consumer Staples ETF shares in Q3 2025, an estimated $225K.
Meridian Wealth Management first reported a position in iShares US Consumer Staples ETF in Q4 2022 and held it in 10 quarters.
Meridian Wealth Management's iShares US Consumer Staples ETF position peaked at $580K in Q3 2023.
255 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2025.

Based on Meridian Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.