OneDigital Investment Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

OneDigital Investment Advisors’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 Q1	–	Sell	-9,519	Closed	-$624K	–	1458
2024 Q4	$624K	Sell	9,519 -11,188	-54%	-$769K	0.01%	801
2024 Q3	$1.46M	Buy	+20,707	New	+$1.43M	0.02%	540
2024 Q1	–	Sell	-5,937	Closed	-$379K	–	1132
2023 Q4	$379K	Sell	5,937 -2,748	-32%	-$171K	0.01%	827
2023 Q3	$540K	Sell	8,685 -1,515	-15%	-$100K	0.01%	611
2023 Q2	$681K	Sell	10,200 -771	-7%	-$51.7K	0.02%	526
2023 Q1	$729K	Sell	10,971 -31,071	-74%	-$2.03M	0.02%	487
2022 Q4	$2.84M	Buy	+42,042	New	+$2.77M	0.08%	201

Other funds holding IYK

PCH

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OneDigital Investment Advisors's IYK Position: Q1 2025 in Review

OneDigital Investment Advisors sold out of iShares US Consumer Staples ETF (IYK) in Q1 2025, closing a stake of 9,519 shares — an estimated $624K sold.

OneDigital Investment Advisors first reported a position in IYK in Q4 2022 and held it in 7 quarters. The position peaked at $2.84M in Q4 2022. 254 funds tracked by Wall St. Rank hold IYK as of Q1 2025.

OneDigital Investment Advisors reported no remaining iShares US Consumer Staples ETF position as of Q1 2025 after selling out during the quarter.
OneDigital Investment Advisors sold 9,519 iShares US Consumer Staples ETF shares in Q1 2025, an estimated $624K.
OneDigital Investment Advisors first reported a position in iShares US Consumer Staples ETF in Q4 2022 and held it in 7 quarters.
OneDigital Investment Advisors's iShares US Consumer Staples ETF position peaked at $2.84M in Q4 2022.
254 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2025.

Based on OneDigital Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.