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Perbak Capital Partners’s iShares US Consumer Staples ETF IYK Stock Holding History

Perbak Capital Partners’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
-138,419
Closed -$9.08M – 209
2024
Q4 		$9.08M Buy
+138,419
New +$9.51M 4.85% 7
2024
Q3 		– Sell
-33,396
Closed -$2.2M – 45
2024
Q2 		$2.2M Buy
+33,396
New +$2.22M 0.65% 36

Other funds holding IYK

PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Perbak Capital Partners's IYK Position: Q1 2025 in Review

Perbak Capital Partners sold out of iShares US Consumer Staples ETF (IYK) in Q1 2025, closing a stake of 138,419 shares — an estimated $9.08M sold.

Perbak Capital Partners first reported a position in IYK in Q2 2024 and held it in 2 quarters. The position peaked at $9.08M in Q4 2024. 256 funds tracked by Wall St. Rank hold IYK as of Q1 2025.

  • Perbak Capital Partners reported no remaining iShares US Consumer Staples ETF position as of Q1 2025 after selling out during the quarter.
  • Perbak Capital Partners sold 138,419 iShares US Consumer Staples ETF shares in Q1 2025, an estimated $9.08M.
  • Perbak Capital Partners first reported a position in iShares US Consumer Staples ETF in Q2 2024 and held it in 2 quarters.
  • Perbak Capital Partners's iShares US Consumer Staples ETF position peaked at $9.08M in Q4 2024.
  • 256 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2025.

Based on Perbak Capital Partners's 13F filing for Q1 2025, filed 15 May 2025.