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

Pineridge 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 Q3	$24.4K	Buy	356 +2	+0.6%	+$140	0.01%	152
2025 Q2	$24.9K	Buy	354 +2	+0.6%	+$141	0.01%	155
2025 Q1	$25.2K	Buy	352 +2	+0.6%	+$136	0.01%	161
2024 Q4	$23K	Buy	350 +2	+0.6%	+$137	0.01%	202
2024 Q3	$24.5K	Buy	348 +3	+0.9%	+$207	0.01%	196
2024 Q2	$22.7K	Hold	345	–	–	0.01%	199
2024 Q1	$23.3K	Hold	345	–	–	0.01%	204
2023 Q4	$22K	Buy	+345	New	+$21.5K	0.01%	252

Other funds holding IYK

PCH

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pineridge Advisors's IYK Position: Q3 2025 in Review

Pineridge Advisors increased its iShares US Consumer Staples ETF (IYK) stake by 0.56% in Q3 2025, buying an estimated $140 and bringing the position to 356 shares worth $24.4K. The position accounts for 0.01% of the portfolio, ranked #152.

Pineridge Advisors first reported a position in IYK in Q4 2023 and has held it in 8 quarters since. The position peaked at $25.2K in Q1 2025. 255 funds tracked by Wall St. Rank hold IYK as of Q3 2025.

Pineridge Advisors held 356 shares of iShares US Consumer Staples ETF worth $24.4K as of Q3 2025.
Pineridge Advisors bought 2 iShares US Consumer Staples ETF shares in Q3 2025, an estimated $140.
iShares US Consumer Staples ETF made up 0.01% of Pineridge Advisors's portfolio in Q3 2025, its #152 holding.
Pineridge Advisors first reported a position in iShares US Consumer Staples ETF in Q4 2023 and has held it in 8 quarters since.
Pineridge Advisors's iShares US Consumer Staples ETF position peaked at $25.2K in Q1 2025.
255 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.