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IYK icon

Strategic Blueprint’s iShares US Consumer Staples ETF IYK Stock Holding History

Strategic Blueprint’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
Q2 		– Sell
-4,405
Closed -$315K – 712
2025
Q1 		$315K Sell
4,405
-83
-2% -$5.64K 0.02% 523
2024
Q4 		$294K Buy
4,488
+70
+2% +$4.81K 0.02% 527
2024
Q3 		$312K Sell
4,418
-303
-6% -$20.9K 0.02% 508
2024
Q2 		$310K Buy
4,721
+12
+0.3% +$797 0.02% 486
2024
Q1 		$318K Buy
4,709
+299
+7% +$19.5K 0.02% 480
2023
Q4 		$282K Buy
4,410
+51
+1% +$3.17K 0.02% 472
2023
Q3 		$271K Hold
4,359
– – 0.03% 439
2023
Q2 		$291K Buy
4,359
+153
+4% +$10.3K 0.03% 429
2023
Q1 		$279K Buy
4,206
+288
+7% +$18.8K 0.03% 430
2022
Q4 		$265K Buy
3,918
+144
+4% +$9.48K 0.03% 425
2022
Q3 		$226K Buy
+3,774
New +$248K 0.03% 443
2021
Q3 		– Sell
-24
Closed -$1K – 870
2021
Q2 		$1K Buy
+24
New +$1.44K ﹤0.01% 1326

Other funds holding IYK

PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return