Valmark Advisers’s iShares US Consumer Staples ETF IYK Stock Holding History

Valmark Advisers’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	-3,997	Closed	-$273K	–	666
2025 Q3	$273K	Buy	+3,997	New	+$279K	﹤0.01%	577
2022 Q4	–	Sell	-34,251	Closed	-$2.05M	–	454
2022 Q3	$2.05M	Buy	34,251 +20,460	+148%	+$1.34M	0.04%	120
2022 Q2	$896K	Buy	+13,791	New	+$927K	0.02%	205

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

Valmark Advisers's IYK Position: Q4 2025 in Review

Valmark Advisers sold out of iShares US Consumer Staples ETF (IYK) in Q4 2025, closing a stake of 3,997 shares — an estimated $273K sold.

Valmark Advisers first reported a position in IYK in Q2 2022 and held it in 3 quarters. The position peaked at $2.05M in Q3 2022. 269 funds tracked by Wall St. Rank hold IYK as of Q4 2025.

Valmark Advisers reported no remaining iShares US Consumer Staples ETF position as of Q4 2025 after selling out during the quarter.
Valmark Advisers sold 3,997 iShares US Consumer Staples ETF shares in Q4 2025, an estimated $273K.
Valmark Advisers first reported a position in iShares US Consumer Staples ETF in Q2 2022 and held it in 3 quarters.
Valmark Advisers's iShares US Consumer Staples ETF position peaked at $2.05M in Q3 2022.
269 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2025.

Based on Valmark Advisers's 13F filing for Q4 2025, filed 26 Jan 2026.