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Wealthspire Advisors (New York)’s iShares US Consumer Staples ETF IYK Stock Holding History

Wealthspire Advisors (New York)’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
-1,207
Closed -$82.5K – 1974
2025
Q3 		$82.5K Buy
+1,207
New +$84.2K ﹤0.01% 1067

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Bank of America
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SPIA
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Northwestern Mutual Wealth Management
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UBS Group
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthspire Advisors (New York)'s IYK Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares US Consumer Staples ETF (IYK) in Q4 2025, closing a stake of 1,207 shares — an estimated $82.5K sold.

Wealthspire Advisors (New York) first reported a position in IYK in Q3 2025 and held it in 1 quarter. The position peaked at $82.5K in Q3 2025. 269 funds tracked by Wall St. Rank hold IYK as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining iShares US Consumer Staples ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,207 iShares US Consumer Staples ETF shares in Q4 2025, an estimated $82.5K.
  • Wealthspire Advisors (New York) first reported a position in iShares US Consumer Staples ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s iShares US Consumer Staples ETF position peaked at $82.5K in Q3 2025.
  • 269 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.