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NorthRock Partners’s iShares US Consumer Staples ETF IYK Stock Holding History

NorthRock Partners’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
Q2 		– Sell
-1,865
Closed -$133K – 816
2025
Q1 		$133K Buy
1,865
+1,439
+338% +$97.7K ﹤0.01% 603
2024
Q4 		$27.9K Hold
426
– – ﹤0.01% 683
2024
Q3 		$30.1K Hold
426
– – ﹤0.01% 723
2024
Q2 		$28K Hold
426
– – ﹤0.01% 700
2024
Q1 		$28.8K Hold
426
– – ﹤0.01% 686
2023
Q4 		$27.2K Buy
+426
New +$26.5K ﹤0.01% 645

Other funds holding IYK

PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NorthRock Partners's IYK Position: Q2 2025 in Review

NorthRock Partners sold out of iShares US Consumer Staples ETF (IYK) in Q2 2025, closing a stake of 1,865 shares — an estimated $133K sold.

NorthRock Partners first reported a position in IYK in Q4 2023 and held it in 6 quarters. The position peaked at $133K in Q1 2025. 257 funds tracked by Wall St. Rank hold IYK as of Q2 2025.

  • NorthRock Partners reported no remaining iShares US Consumer Staples ETF position as of Q2 2025 after selling out during the quarter.
  • NorthRock Partners sold 1,865 iShares US Consumer Staples ETF shares in Q2 2025, an estimated $133K.
  • NorthRock Partners first reported a position in iShares US Consumer Staples ETF in Q4 2023 and held it in 6 quarters.
  • NorthRock Partners's iShares US Consumer Staples ETF position peaked at $133K in Q1 2025.
  • 257 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.