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IYK icon

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 $6.4B AUM 18.53% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return