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Peak Planning Group’s iShares US Consumer Staples ETF IYK Stock Holding History

Peak Planning Group’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
Q4 		– Sell
-66,519
Closed -$4.55M – 122
2025
Q3 		$4.55M Buy
66,519
+4,514
+7% +$315K 2.37% 10
2025
Q2 		$4.37M Buy
+62,005
New +$4.37M 2.8% 10

Other funds holding IYK

LPL Financial
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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 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
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Peak Planning Group's IYK Position: Q4 2025 in Review

Peak Planning Group sold out of iShares US Consumer Staples ETF (IYK) in Q4 2025, closing a stake of 66,519 shares — an estimated $4.55M sold.

Peak Planning Group first reported a position in IYK in Q2 2025 and held it in 2 quarters. The position peaked at $4.55M in Q3 2025. 269 funds tracked by Wall St. Rank hold IYK as of Q4 2025.

  • Peak Planning Group reported no remaining iShares US Consumer Staples ETF position as of Q4 2025 after selling out during the quarter.
  • Peak Planning Group sold 66,519 iShares US Consumer Staples ETF shares in Q4 2025, an estimated $4.55M.
  • Peak Planning Group first reported a position in iShares US Consumer Staples ETF in Q2 2025 and held it in 2 quarters.
  • Peak Planning Group's iShares US Consumer Staples ETF position peaked at $4.55M in Q3 2025.
  • 269 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2025.

Based on Peak Planning Group's 13F filing for Q4 2025, filed 13 Feb 2026.