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IYK icon

Principal Securities’s iShares US Consumer Staples ETF IYK Stock Holding History

Principal Securities’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
2026
Q1 		$2.21M Sell
31,536
-12,086
-28% -$869K 0.03% 456
2025
Q4 		$2.92M Buy
43,622
+2,101
+5% +$143K 0.05% 351
2025
Q3 		$2.84M Buy
41,521
+2,942
+8% +$205K 0.05% 346
2025
Q2 		$2.72M Sell
38,579
-5,478
-12% -$386K 0.05% 328
2025
Q1 		$2.89M Hold
44,057
– – 0.06% 275
2024
Q4 		$2.89M Buy
44,057
+41
+0.1% +$2.82K 0.07% 275
2024
Q3 		$3.11M Buy
44,016
+7,237
+20% +$499K 0.08% 247
2024
Q2 		$2.42M Sell
36,779
-236
-0.6% -$15.7K 0.07% 267
2024
Q1 		$2.5M Sell
37,015
-4,754
-11% -$310K 0.08% 240
2023
Q4 		$2.67M Buy
+41,769
New +$2.6M 0.1% 196

Other funds holding IYK

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return