Pathway Financial Advisers’s iShares US Consumer Staples ETF IYK Stock Holding History

Pathway Financial Advisers’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	-42	Closed	-$2.7K	–	289
2024 Q4	$2.7K	Sell	42 -21	-33%	-$1.44K	﹤0.01%	418
2024 Q3	$4.46K	Sell	63 -1	-2%	-$69	﹤0.01%	333
2024 Q2	$4.15K	Buy	64 +1	+2%	+$66	﹤0.01%	403
2024 Q1	$4.27K	Hold	63	–	–	﹤0.01%	411
2023 Q4	$4.04K	Hold	63	–	–	﹤0.01%	427
2023 Q3	$3.92K	Buy	+63	New	+$4.16K	﹤0.01%	429
2023 Q1	$5.18K	Hold	78	–	–	﹤0.01%	433
2022 Q4	$5.27K	Buy	+78	New	+$5.13K	﹤0.01%	485

Other funds holding IYK

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Pathway Financial Advisers's IYK Position: Q1 2025 in Review

Pathway Financial Advisers sold out of iShares US Consumer Staples ETF (IYK) in Q1 2025, closing a stake of 42 shares — an estimated $2.7K sold.

Pathway Financial Advisers first reported a position in IYK in Q4 2022 and held it in 8 quarters. The position peaked at $5.27K in Q4 2022. 256 funds tracked by Wall St. Rank hold IYK as of Q1 2025.

Pathway Financial Advisers reported no remaining iShares US Consumer Staples ETF position as of Q1 2025 after selling out during the quarter.
Pathway Financial Advisers sold 42 iShares US Consumer Staples ETF shares in Q1 2025, an estimated $2.7K.
Pathway Financial Advisers first reported a position in iShares US Consumer Staples ETF in Q4 2022 and held it in 8 quarters.
Pathway Financial Advisers's iShares US Consumer Staples ETF position peaked at $5.27K in Q4 2022.
256 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2025.

Based on Pathway Financial Advisers's 13F filing for Q1 2025, filed 9 May 2025.