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New Millennium Group’s iShares US Consumer Staples ETF IYK Stock Holding History

New Millennium Group’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
-213
Closed -$15K – 532
2025
Q2 		$15K Sell
213
-20
-9% -$1.41K 0.01% 172
2025
Q1 		$16.6K Sell
233
-26
-10% -$1.76K 0.01% 160
2024
Q4 		$17K Buy
259
+2
+0.8% +$137 0.01% 171
2024
Q3 		$18.1K Buy
257
+1
+0.4% +$69 0.01% 142
2024
Q2 		$16.8K Buy
+256
New +$17K 0.01% 152
2024
Q1 		– Sell
-294
Closed -$18.9K – 240
2023
Q4 		$18.9K Hold
294
– – 0.02% 159
2023
Q3 		$18.4K Sell
294
-72
-20% -$4.76K 0.02% 142
2023
Q2 		$24.6K Sell
366
-483
-57% -$32.4K 0.02% 121
2023
Q1 		$56.4K Sell
849
-6
-0.7% -$393 0.06% 91
2022
Q4 		$57.6K Sell
855
-52,065
-98% -$3.43M 0.06% 89
2022
Q3 		$3.17M Sell
52,920
-3,597
-6% -$236K 3.5% 11
2022
Q2 		$3.67M Sell
56,517
-22,248
-28% -$1.5M 3.76% 10
2022
Q1 		$5.26M Buy
+78,765
New +$5.25M 3.78% 11

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 $377B 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 $432B 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 $666B 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 $570B AUM 27.57% 1-Year Est. Return

New Millennium Group's IYK Position: Q3 2025 in Review

New Millennium Group sold out of iShares US Consumer Staples ETF (IYK) in Q3 2025, closing a stake of 213 shares — an estimated $15K sold.

New Millennium Group first reported a position in IYK in Q1 2022 and held it in 13 quarters. The position peaked at $5.26M in Q1 2022. 255 funds tracked by Wall St. Rank hold IYK as of Q3 2025.

  • New Millennium Group reported no remaining iShares US Consumer Staples ETF position as of Q3 2025 after selling out during the quarter.
  • New Millennium Group sold 213 iShares US Consumer Staples ETF shares in Q3 2025, an estimated $15K.
  • New Millennium Group first reported a position in iShares US Consumer Staples ETF in Q1 2022 and held it in 13 quarters.
  • New Millennium Group's iShares US Consumer Staples ETF position peaked at $5.26M in Q1 2022.
  • 255 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2025.

Based on New Millennium Group's 13F filing for Q3 2025, filed 10 Nov 2025.