Vertex Planning Partners’s iShares US Consumer Staples ETF IYK Stock Holding History

Vertex Planning Partners’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	-3,282	Closed	-$224K	–	169
2025 Q3	$224K	Sell	3,282 -86	-3%	-$6K	0.04%	190
2025 Q2	$237K	Hold	3,368	–	–	0.05%	170
2025 Q1	$241K	Sell	3,368 -66	-2%	-$4.48K	0.05%	163
2024 Q4	$225K	Hold	3,434	–	–	0.05%	172
2024 Q3	$242K	Hold	3,434	–	–	0.06%	147
2024 Q2	$226K	Sell	3,434 -1	-0%	-$66	0.06%	142
2024 Q1	$232K	Hold	3,435	–	–	0.06%	145
2023 Q4	$220K	Buy	+3,435	New	+$214K	0.07%	152

Other funds holding IYK

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vertex Planning Partners's IYK Position: Q4 2025 in Review

Vertex Planning Partners sold out of iShares US Consumer Staples ETF (IYK) in Q4 2025, closing a stake of 3,282 shares — an estimated $224K sold.

Vertex Planning Partners first reported a position in IYK in Q4 2023 and held it in 8 quarters. The position peaked at $242K in Q3 2024. 269 funds tracked by Wall St. Rank hold IYK as of Q4 2025.

Vertex Planning Partners reported no remaining iShares US Consumer Staples ETF position as of Q4 2025 after selling out during the quarter.
Vertex Planning Partners sold 3,282 iShares US Consumer Staples ETF shares in Q4 2025, an estimated $224K.
Vertex Planning Partners first reported a position in iShares US Consumer Staples ETF in Q4 2023 and held it in 8 quarters.
Vertex Planning Partners's iShares US Consumer Staples ETF position peaked at $242K in Q3 2024.
269 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.