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

World Investment 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
Q3 		– Sell
-5,233
Closed -$369K – 1262
2025
Q2 		$369K Sell
5,233
-638
-11% -$44.9K 0.01% 838
2025
Q1 		$420K Sell
5,871
-1,607
-21% -$109K 0.01% 747
2024
Q4 		$490K Buy
7,478
+239
+3% +$16.4K 0.01% 670
2024
Q3 		$511K Buy
7,239
+35
+0.5% +$2.41K 0.02% 590
2024
Q2 		$474K Buy
7,204
+21
+0.3% +$1.4K 0.03% 414
2024
Q1 		$486K Buy
7,183
+1,819
+34% +$119K 0.07% 222
2023
Q4 		$343K Sell
5,364
-261
-5% -$16.2K 0.04% 281
2023
Q3 		$353K Hold
5,625
– – 0.07% 180
2023
Q2 		$375K Buy
5,625
+141
+3% +$9.46K 0.07% 164
2023
Q1 		$364K Sell
5,484
-69
-1% -$4.52K 0.08% 160
2022
Q4 		$375K Buy
5,553
+108
+2% +$7.11K 0.09% 156
2022
Q3 		$326K Buy
5,445
+300
+6% +$19.7K 0.08% 175
2022
Q2 		$345K Buy
5,145
+264
+5% +$17.7K 0.07% 181
2022
Q1 		$326K Buy
4,881
+90
+2% +$6K 0.07% 195
2021
Q4 		$320K Buy
4,791
+477
+11% +$29.9K 0.07% 197
2021
Q3 		$258K Buy
4,314
+42
+1% +$2.59K 0.06% 206
2021
Q2 		$262K Buy
4,272
+228
+6% +$13.7K 0.06% 207
2021
Q1 		$238K Buy
+4,044
New +$237K 0.06% 198

Other funds holding IYK

PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

World Investment Advisors's IYK Position: Q3 2025 in Review

World Investment Advisors sold out of iShares US Consumer Staples ETF (IYK) in Q3 2025, closing a stake of 5,233 shares — an estimated $369K sold.

World Investment Advisors first reported a position in IYK in Q1 2021 and held it in 18 quarters. The position peaked at $511K in Q3 2024. 255 funds tracked by Wall St. Rank hold IYK as of Q3 2025.

  • World Investment Advisors reported no remaining iShares US Consumer Staples ETF position as of Q3 2025 after selling out during the quarter.
  • World Investment Advisors sold 5,233 iShares US Consumer Staples ETF shares in Q3 2025, an estimated $369K.
  • World Investment Advisors first reported a position in iShares US Consumer Staples ETF in Q1 2021 and held it in 18 quarters.
  • World Investment Advisors's iShares US Consumer Staples ETF position peaked at $511K in Q3 2024.
  • 255 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2025.

Based on World Investment Advisors's 13F filing for Q3 2025, filed 15 Oct 2025.