AWM
IYK icon

Accel Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Accel Wealth 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
2026
Q2 		$414K Sell
5,697
-769
-12% -$55K 0.09% 179
2026
Q1 		$453K Sell
6,466
-790
-11% -$56.8K 0.12% 164
2025
Q4 		$486K Sell
7,256
-1,431
-16% -$97.1K 0.13% 153
2025
Q3 		$594K Sell
8,687
-2,782
-24% -$194K 0.17% 129
2025
Q2 		$808K Buy
11,469
+208
+2% +$14.7K 0.27% 87
2025
Q1 		$806K Sell
11,261
-585
-5% -$39.7K 0.29% 84
2024
Q4 		$777K Buy
11,846
+402
+4% +$27.6K 0.29% 84
2024
Q3 		$808K Buy
11,444
+3,002
+36% +$207K 0.3% 81
2024
Q2 		$555K Buy
8,442
+92
+1% +$6.11K 0.22% 110
2024
Q1 		$565K Sell
8,350
-206
-2% -$13.4K 0.24% 101
2023
Q4 		$547K Sell
8,556
-444
-5% -$27.6K 0.27% 91
2023
Q3 		$560K Buy
9,000
+2,199
+32% +$145K 0.31% 82
2023
Q2 		$454K Sell
6,801
-285
-4% -$19.1K 0.25% 98
2023
Q1 		$471K Buy
7,086
+1,734
+32% +$113K 0.19% 125
2022
Q4 		$362K Buy
5,352
+4,677
+693% +$308K 0.17% 108
2022
Q3 		$42K Hold
675
– – 0.02% 406
2022
Q2 		$44K Hold
675
– – 0.03% 378
2022
Q1 		$46K Hold
675
– – 0.02% 391
2021
Q4 		$45K Hold
675
– – 0.02% 396
2021
Q3 		$40K Hold
675
– – 0.03% 361
2021
Q2 		$41K Buy
675
+525
+350% +$31.6K 0.03% 375
2021
Q1 		$9K Buy
+150
New +$8.78K 0.01% 673

Other funds holding IYK

KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
SLP
Storen Legacy Partners Zionsville, Indiana $367M AUM
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
WSFG
Wall Street Financial Group Carlinville, Illinois $187M AUM 51.01% 1-Year Est. Return

Accel Wealth Management's IYK Position: Q2 2026 in Review

Accel Wealth Management reduced its iShares US Consumer Staples ETF (IYK) stake by 12% in Q2 2026, selling an estimated $55K and leaving 5,697 shares worth $414K. The position accounts for 0.09% of the portfolio, ranked #179.

Accel Wealth Management first reported a position in IYK in Q1 2021 and has held it in 22 quarters since. The position peaked at $808K in Q2 2025. 82 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

  • Accel Wealth Management held 5,697 shares of iShares US Consumer Staples ETF worth $414K as of Q2 2026.
  • Accel Wealth Management sold 769 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $55K.
  • iShares US Consumer Staples ETF made up 0.09% of Accel Wealth Management's portfolio in Q2 2026, its #179 holding.
  • Accel Wealth Management first reported a position in iShares US Consumer Staples ETF in Q1 2021 and has held it in 22 quarters since.
  • Accel Wealth Management's iShares US Consumer Staples ETF position peaked at $808K in Q2 2025.
  • 82 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.