WAM
IYK icon

Wakefield Asset Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Wakefield Asset 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
Q3 		– Sell
-21,131
Closed -$1.49M – 208
2025
Q2 		$1.49M Sell
21,131
-748
-3% -$52.7K 0.42% 75
2025
Q1 		$1.57M Sell
21,879
-3,069
-12% -$208K 0.47% 66
2024
Q4 		$1.64M Sell
24,948
-121
-0.5% -$8.31K 0.55% 58
2024
Q3 		$1.77M Buy
25,069
+108
+0.4% +$7.45K 0.58% 54
2024
Q2 		$1.64M Sell
24,961
-5,494
-18% -$365K 0.57% 55
2024
Q1 		$2.06M Buy
30,455
+932
+3% +$60.8K 0.71% 46
2023
Q4 		$1.89M Buy
+29,523
New +$1.84M 0.7% 46

Other funds holding IYK

PCH
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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 $564B AUM 30.12% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return