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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 $6.4B AUM 18.53% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return