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IYK icon

Sunbelt Securities’s iShares US Consumer Staples ETF IYK Stock Holding History

Sunbelt Securities’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
2026
Q1 		$477K Buy
+6,810
New +$490K 0.03% 418
2025
Q3 		– Sell
-6,272
Closed -$411K – 2786
2025
Q2 		$411K Buy
6,272
+6,072
+3,036% +$428K 0.04% 398
2025
Q1 		$14.3K Sell
200
-6,072
-97% -$412K ﹤0.01% 1193
2024
Q4 		$410K Buy
6,272
+5,822
+1,294% +$400K 0.04% 404
2024
Q3 		$31.8K Hold
450
– – ﹤0.01% 1053
2024
Q2 		$29.6K Sell
450
-728
-62% -$48.4K ﹤0.01% 1031
2024
Q1 		$79.7K Buy
1,178
+1,121
+1,967% +$73.1K 0.01% 767
2023
Q4 		$3.64K Hold
57
– – ﹤0.01% 1366
2023
Q3 		$3.54K Hold
57
– – ﹤0.01% 1378
2023
Q2 		$3.81K Buy
+57
New +$3.83K ﹤0.01% 1372

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DWM
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OCA
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SWP
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LPL Financial
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return