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

MGB 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 Q4	$101K	Buy	1,509 +12	+0.8%	+$815	0.03%	245
2025 Q3	$102K	Buy	1,497 +65	+5%	+$4.54K	0.03%	248
2025 Q2	$101K	Buy	1,432 +7	+0.5%	+$493	0.03%	238
2025 Q1	$102K	Hold	1,425	–	–	0.04%	227
2024 Q4	$93.5K	Sell	1,425 -39	-3%	-$2.68K	0.03%	222
2024 Q3	$103K	Hold	1,464	–	–	0.04%	213
2024 Q2	$97.2K	Hold	1,464	–	–	0.04%	215
2024 Q1	$99K	Hold	1,464	–	–	0.04%	204
2023 Q4	$93.6K	Buy	+1,464	New	+$91.1K	0.05%	202

Other funds holding IYK

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MGB Wealth Management's IYK Position: Q4 2025 in Review

MGB Wealth Management increased its iShares US Consumer Staples ETF (IYK) stake by 0.8% in Q4 2025, buying an estimated $815 and bringing the position to 1,509 shares worth $101K. The position accounts for 0.03% of the portfolio, ranked #245.

MGB Wealth Management first reported a position in IYK in Q4 2023 and has held it in 9 quarters since. The position peaked at $103K in Q3 2024. 269 funds tracked by Wall St. Rank hold IYK as of Q4 2025.

MGB Wealth Management held 1,509 shares of iShares US Consumer Staples ETF worth $101K as of Q4 2025.
MGB Wealth Management bought 12 iShares US Consumer Staples ETF shares in Q4 2025, an estimated $815.
iShares US Consumer Staples ETF made up 0.03% of MGB Wealth Management's portfolio in Q4 2025, its #245 holding.
MGB Wealth Management first reported a position in iShares US Consumer Staples ETF in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's iShares US Consumer Staples ETF position peaked at $103K in Q3 2024.
269 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.