Wealthstar Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

Wealthstar Advisors’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	-25,940	Closed	-$1.77M	–	136
2025 Q3	$1.77M	Buy	+25,940	New	+$1.81M	0.7%	27
2025 Q2	–	Sell	-35,034	Closed	-$2.51M	–	149
2025 Q1	$2.51M	Buy	+35,034	New	+$2.38M	1.15%	17
2024 Q2	–	Sell	-21,789	Closed	-$1.47M	–	91
2024 Q1	$1.47M	Buy	+21,789	New	+$1.42M	0.51%	29
2022 Q2	–	Sell	-61,815	Closed	-$4.12M	–	93
2022 Q1	$4.12M	Buy	+61,815	New	+$4.12M	1.53%	13
2019 Q1	–	Sell	-5,850	Closed	-$208K	–	62
2018 Q4	$208K	Hold	5,850	–	–	0.16%	49
2018 Q3	$231K	Hold	5,850	–	–	0.14%	51
2018 Q2	$237K	Hold	5,850	–	–	0.07%	51
2018 Q1	$232K	Buy	+5,850	New	+$242K	0.07%	43

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 $44.6B AUM 28.94% 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

Wealthstar Advisors's IYK Position: Q4 2025 in Review

Wealthstar Advisors sold out of iShares US Consumer Staples ETF (IYK) in Q4 2025, closing a stake of 25,940 shares — an estimated $1.77M sold.

Wealthstar Advisors first reported a position in IYK in Q1 2018 and held it in 8 quarters. The position peaked at $4.12M in Q1 2022. 269 funds tracked by Wall St. Rank hold IYK as of Q4 2025.

Wealthstar Advisors reported no remaining iShares US Consumer Staples ETF position as of Q4 2025 after selling out during the quarter.
Wealthstar Advisors sold 25,940 iShares US Consumer Staples ETF shares in Q4 2025, an estimated $1.77M.
Wealthstar Advisors first reported a position in iShares US Consumer Staples ETF in Q1 2018 and held it in 8 quarters.
Wealthstar Advisors's iShares US Consumer Staples ETF position peaked at $4.12M in Q1 2022.
269 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2025.

Based on Wealthstar Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.