Sowell Financial Services’s iShares US Consumer Staples ETF IYK Stock Holding History

Sowell Financial Services’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	–	Sell	-4,030	Closed	-$284K	–	1106
2025 Q2	$284K	Buy	4,030 +10	+0.2%	+$704	0.01%	806
2025 Q1	$288K	Buy	+4,020	New	+$273K	0.01%	783
2023 Q2	–	Sell	-4,296	Closed	-$285K	–	691
2023 Q1	$285K	Buy	+4,296	New	+$281K	0.02%	575
2021 Q2	–	Sell	-5,625	Closed	-$341K	–	1646
2021 Q1	$341K	Buy	5,625 +3,225	+134%	+$189K	0.01%	789
2020 Q4	$139K	Hold	2,400	–	–	0.01%	1015
2020 Q3	$119K	Hold	2,400	–	–	0.01%	912
2020 Q2	$102K	Hold	2,400	–	–	0.01%	959
2020 Q1	$87K	Hold	2,400	–	–	0.01%	891
2019 Q4	$107K	Sell	2,400 -300	-11%	-$12.8K	0.01%	897
2019 Q3	$114K	Buy	+2,700	New	+$112K	0.01%	788

Other funds holding IYK

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sowell Financial Services's IYK Position: Q3 2025 in Review

Sowell Financial Services sold out of iShares US Consumer Staples ETF (IYK) in Q3 2025, closing a stake of 4,030 shares — an estimated $284K sold.

Sowell Financial Services first reported a position in IYK in Q3 2019 and held it in 10 quarters. The position peaked at $341K in Q1 2021. 255 funds tracked by Wall St. Rank hold IYK as of Q3 2025.

Sowell Financial Services reported no remaining iShares US Consumer Staples ETF position as of Q3 2025 after selling out during the quarter.
Sowell Financial Services sold 4,030 iShares US Consumer Staples ETF shares in Q3 2025, an estimated $284K.
Sowell Financial Services first reported a position in iShares US Consumer Staples ETF in Q3 2019 and held it in 10 quarters.
Sowell Financial Services's iShares US Consumer Staples ETF position peaked at $341K in Q1 2021.
255 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2025.

Based on Sowell Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.