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

Adams 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	$709K	Sell	9,759 -4,036	-29%	-$288K	0.14%	94
2026 Q1	$966K	Sell	13,795 -2,484	-15%	-$179K	0.21%	68
2025 Q4	$1.09M	Sell	16,279 -8,317	-34%	-$565K	0.23%	70
2025 Q3	$1.68M	Buy	24,596 +6,925	+39%	+$483K	0.36%	62
2025 Q2	$1.25M	Sell	17,671 -70,532	-80%	-$4.97M	0.24%	67
2025 Q1	$6.31M	Buy	+88,203	New	+$5.99M	1.24%	23

Other funds holding IYK

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

Adams Wealth Management reduced its iShares US Consumer Staples ETF (IYK) stake by 29% in Q2 2026, selling an estimated $288K and leaving 9,759 shares worth $709K. The position accounts for 0.14% of the portfolio, ranked #94.

Adams Wealth Management first reported a position in IYK in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.31M in Q1 2025. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Adams Wealth Management held 9,759 shares of iShares US Consumer Staples ETF worth $709K as of Q2 2026.
Adams Wealth Management sold 4,036 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $288K.
iShares US Consumer Staples ETF made up 0.14% of Adams Wealth Management's portfolio in Q2 2026, its #94 holding.
Adams Wealth Management first reported a position in iShares US Consumer Staples ETF in Q1 2025 and has held it in 6 quarters since.
Adams Wealth Management's iShares US Consumer Staples ETF position peaked at $6.31M in Q1 2025.
286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

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