Ransom Advisory’s iShares US Consumer Staples ETF IYK Stock Holding History

Ransom Advisory’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	$20.1K	Buy	+300	New	+$20.4K	0.01%	303
2025 Q1	–	Sell	-300	Closed	-$19.7K	–	376
2024 Q4	$19.7K	Hold	300	–	–	0.01%	302
2024 Q3	$21.2K	Hold	300	–	–	0.01%	296
2024 Q2	$19.7K	Hold	300	–	–	0.01%	296
2024 Q1	$20.3K	Buy	+300	New	+$19.6K	0.01%	242

Other funds holding IYK

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 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

PCH

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ransom Advisory's IYK Position: Q4 2025 in Review

Ransom Advisory opened a new position in iShares US Consumer Staples ETF (IYK) in Q4 2025: 300 shares worth $20.1K. The stake represents 0.01% of the portfolio and ranks #303 among its holdings. This is a return to the name: Ransom Advisory previously reported a position in IYK as recently as Q4 2024.

Ransom Advisory first reported a position in IYK in Q1 2024 and has held it in 5 quarters since. The position peaked at $21.2K in Q3 2024. 269 funds tracked by Wall St. Rank hold IYK as of Q4 2025.

Ransom Advisory held 300 shares of iShares US Consumer Staples ETF worth $20.1K as of Q4 2025.
iShares US Consumer Staples ETF was a new Ransom Advisory position in Q4 2025.
iShares US Consumer Staples ETF made up 0.01% of Ransom Advisory's portfolio in Q4 2025, its #303 holding.
Ransom Advisory first reported a position in iShares US Consumer Staples ETF in Q1 2024 and has held it in 5 quarters since.
Ransom Advisory's iShares US Consumer Staples ETF position peaked at $21.2K in Q3 2024.
269 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.