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Ocean Park Asset Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Ocean Park Asset 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
-269,466
Closed -$19.3M – 104
2025
Q2 		$19.3M Hold
269,466
– – 0.68% 27
2025
Q1 		$19.3M Buy
+269,466
New +$18.3M 0.68% 27

Other funds holding IYK

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ocean Park Asset Management's IYK Position: Q3 2025 in Review

Ocean Park Asset Management sold out of iShares US Consumer Staples ETF (IYK) in Q3 2025, closing a stake of 269,466 shares — an estimated $19.3M sold.

Ocean Park Asset Management first reported a position in IYK in Q1 2025 and held it in 2 quarters. The position peaked at $19.3M in Q2 2025. 255 funds tracked by Wall St. Rank hold IYK as of Q3 2025.

  • Ocean Park Asset Management reported no remaining iShares US Consumer Staples ETF position as of Q3 2025 after selling out during the quarter.
  • Ocean Park Asset Management sold 269,466 iShares US Consumer Staples ETF shares in Q3 2025, an estimated $19.3M.
  • Ocean Park Asset Management first reported a position in iShares US Consumer Staples ETF in Q1 2025 and held it in 2 quarters.
  • Ocean Park Asset Management's iShares US Consumer Staples ETF position peaked at $19.3M in Q2 2025.
  • 255 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2025.

Based on Ocean Park Asset Management's 13F filing for Q3 2025, filed 20 Oct 2025.