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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-9	Closed	-$616	–	360
2025 Q3	$616	Hold	9	–	–	﹤0.01%	337
2025 Q2	$634	Hold	9	–	–	﹤0.01%	334
2025 Q1	$644	Hold	9	–	–	﹤0.01%	302
2024 Q4	$590	Hold	9	–	–	﹤0.01%	294
2024 Q3	$635	Hold	9	–	–	﹤0.01%	295
2024 Q2	$592	Hold	9	–	–	﹤0.01%	704
2024 Q1	$609	Hold	9	–	–	﹤0.01%	712
2023 Q4	$575	Hold	9	–	–	﹤0.01%	287
2023 Q3	$560	Hold	9	–	–	﹤0.01%	568
2023 Q2	$601	Hold	9	–	–	﹤0.01%	523
2023 Q1	$598	Buy	+9	New	+$589	﹤0.01%	522

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

Register Financial Advisors's IYK Position: Q4 2025 in Review

Register Financial Advisors sold out of iShares US Consumer Staples ETF (IYK) in Q4 2025, closing a stake of 9 shares — an estimated $616 sold.

Register Financial Advisors first reported a position in IYK in Q1 2023 and held it in 11 quarters. The position peaked at $644 in Q1 2025. 269 funds tracked by Wall St. Rank hold IYK as of Q4 2025.

Register Financial Advisors reported no remaining iShares US Consumer Staples ETF position as of Q4 2025 after selling out during the quarter.
Register Financial Advisors sold 9 iShares US Consumer Staples ETF shares in Q4 2025, an estimated $616.
Register Financial Advisors first reported a position in iShares US Consumer Staples ETF in Q1 2023 and held it in 11 quarters.
Register Financial Advisors's iShares US Consumer Staples ETF position peaked at $644 in Q1 2025.
269 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2025.

Based on Register Financial Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.