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IYK icon

The Family Firm’s iShares US Consumer Staples ETF IYK Stock Holding History

The Family Firm’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
-3,014
Closed -$216K – 143
2025
Q1 		$216K Buy
+3,014
New +$205K 0.05% 200
2024
Q4 		– Sell
-3,021
Closed -$213K – 218
2024
Q3 		$213K Sell
3,021
-1
-0% -$69 0.05% 200
2024
Q2 		$199K Sell
3,022
-162
-5% -$10.8K 0.04% 197
2024
Q1 		$215K Buy
3,184
+10
+0.3% +$652 0.05% 186
2023
Q4 		$203K Buy
+3,174
New +$197K 0.05% 186
2023
Q3 		– Sell
-6,213
Closed -$415K – 180
2023
Q2 		$415K Sell
6,213
-966
-13% -$64.8K 0.11% 116
2023
Q1 		$477K Buy
7,179
+948
+15% +$62K 0.13% 104
2022
Q4 		$421K Buy
6,231
+90
+1% +$5.92K 0.12% 109
2022
Q3 		$368K Hold
6,141
– – 0.12% 110
2022
Q2 		$399K Buy
6,141
+27
+0.4% +$1.81K 0.12% 110
2022
Q1 		$408K Buy
6,114
+21
+0.3% +$1.4K 0.11% 113
2021
Q4 		$406K Buy
6,093
+39
+0.6% +$2.44K 0.11% 115
2021
Q3 		$372K Sell
6,054
-4,005
-40% -$247K 0.1% 119
2021
Q2 		$616K Sell
10,059
-351
-3% -$21.1K 0.17% 88
2021
Q1 		$614K Hold
10,410
– – 0.18% 84
2020
Q4 		$612K Buy
10,410
+39
+0.4% +$2.07K 0.18% 82
2020
Q3 		$516K Buy
10,371
+54
+0.5% +$2.58K 0.18% 81
2020
Q2 		$439K Buy
10,317
+93
+0.9% +$3.75K 0.16% 89
2020
Q1 		$369K Sell
10,224
-885
-8% -$37.5K 0.16% 91
2019
Q4 		$493K Buy
11,109
+129
+1% +$5.52K 0.17% 86
2019
Q3 		$463K Sell
10,980
-483
-4% -$20K 0.16% 85
2019
Q2 		$464K Sell
11,463
-2,379
-17% -$95.8K 0.16% 83
2019
Q1 		$551K Buy
13,842
+63
+0.5% +$2.4K 0.2% 73
2018
Q4 		$489K Buy
13,779
+1,200
+10% +$45.8K 0.2% 70
2018
Q3 		$498K Sell
12,579
-3,363
-21% -$135K 0.18% 76
2018
Q2 		$629K Buy
15,942
+9,702
+155% +$377K 0.24% 63
2018
Q1 		$247K Buy
+6,240
New +$258K 0.1% 118

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 $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

The Family Firm's IYK Position: Q2 2025 in Review

The Family Firm sold out of iShares US Consumer Staples ETF (IYK) in Q2 2025, closing a stake of 3,014 shares — an estimated $216K sold.

The Family Firm first reported a position in IYK in Q1 2018 and held it in 27 quarters. The position peaked at $629K in Q2 2018. 257 funds tracked by Wall St. Rank hold IYK as of Q2 2025.

  • The Family Firm reported no remaining iShares US Consumer Staples ETF position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 3,014 iShares US Consumer Staples ETF shares in Q2 2025, an estimated $216K.
  • The Family Firm first reported a position in iShares US Consumer Staples ETF in Q1 2018 and held it in 27 quarters.
  • The Family Firm's iShares US Consumer Staples ETF position peaked at $629K in Q2 2018.
  • 257 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.