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Salem Investment Counselors’s iShares US Consumer Staples ETF IYK Stock Holding History

Salem Investment Counselors’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
-177
Closed -$11.6K – 1241
2024
Q4 		$11.6K Hold
177
– – ﹤0.01% 811
2024
Q3 		$12.5K Hold
177
– – ﹤0.01% 815
2024
Q2 		$11.6K Hold
177
– – ﹤0.01% 817
2024
Q1 		$12K Hold
177
– – ﹤0.01% 803
2023
Q4 		$11.3K Buy
+177
New +$11K ﹤0.01% 794

Other funds holding IYK

PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Salem Investment Counselors's IYK Position: Q1 2025 in Review

Salem Investment Counselors sold out of iShares US Consumer Staples ETF (IYK) in Q1 2025, closing a stake of 177 shares — an estimated $11.6K sold.

Salem Investment Counselors first reported a position in IYK in Q4 2023 and held it in 5 quarters. The position peaked at $12.5K in Q3 2024. 254 funds tracked by Wall St. Rank hold IYK as of Q1 2025.

  • Salem Investment Counselors reported no remaining iShares US Consumer Staples ETF position as of Q1 2025 after selling out during the quarter.
  • Salem Investment Counselors sold 177 iShares US Consumer Staples ETF shares in Q1 2025, an estimated $11.6K.
  • Salem Investment Counselors first reported a position in iShares US Consumer Staples ETF in Q4 2023 and held it in 5 quarters.
  • Salem Investment Counselors's iShares US Consumer Staples ETF position peaked at $12.5K in Q3 2024.
  • 254 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2025.

Based on Salem Investment Counselors's 13F filing for Q1 2025, filed 16 Apr 2025.