TSA Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History

TSA Wealth Management’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 Q4	–	Sell	-3,120	Closed	-$213K	–	94
2025 Q3	$213K	Hold	3,120	–	–	0.07%	83
2025 Q2	$220K	Hold	3,120	–	–	0.08%	77
2025 Q1	$223K	Hold	3,120	–	–	0.09%	71
2024 Q4	$205K	Hold	3,120	–	–	0.08%	63
2024 Q3	$220K	Hold	3,120	–	–	0.09%	61
2024 Q2	$205K	Hold	3,120	–	–	0.09%	63
2024 Q1	$211K	Buy	+3,120	New	+$203K	0.09%	56

Other funds holding IYK

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 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

PCH

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TSA Wealth Management's IYK Position: Q4 2025 in Review

TSA Wealth Management sold out of iShares US Consumer Staples ETF (IYK) in Q4 2025, closing a stake of 3,120 shares — an estimated $213K sold.

TSA Wealth Management first reported a position in IYK in Q1 2024 and held it in 7 quarters. The position peaked at $223K in Q1 2025. 269 funds tracked by Wall St. Rank hold IYK as of Q4 2025.

TSA Wealth Management reported no remaining iShares US Consumer Staples ETF position as of Q4 2025 after selling out during the quarter.
TSA Wealth Management sold 3,120 iShares US Consumer Staples ETF shares in Q4 2025, an estimated $213K.
TSA Wealth Management first reported a position in iShares US Consumer Staples ETF in Q1 2024 and held it in 7 quarters.
TSA Wealth Management's iShares US Consumer Staples ETF position peaked at $223K in Q1 2025.
269 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2025.

Based on TSA Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.