Adirondack Trust Company’s iShares US Consumer Staples ETF IYK Stock Holding History

Adirondack Trust Company’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	$166K	Sell	2,281 -365	-14%	-$26.1K	0.05%	162
2026 Q1	$185K	Sell	2,646 -449	-15%	-$32.3K	0.06%	154
2025 Q4	$207K	Sell	3,095 -509	-14%	-$34.5K	0.07%	143
2025 Q3	$246K	Sell	3,604 -380	-10%	-$26.5K	0.08%	129
2025 Q2	$281K	Sell	3,984 -15	-0.4%	-$1.06K	0.1%	118
2025 Q1	$286K	Sell	3,999 -71	-2%	-$4.82K	0.11%	117
2024 Q4	$267K	Sell	4,070 -4	-0.1%	-$275	0.1%	125
2024 Q3	$287K	Hold	4,074	–	–	0.11%	120
2024 Q2	$268K	Buy	4,074 +104	+3%	+$6.91K	0.11%	124
2024 Q1	$268K	Buy	3,970 +148	+4%	+$9.65K	0.11%	122
2023 Q4	$249K	Buy	3,822 +2,199	+135%	+$137K	0.11%	121
2023 Q3	$101K	Buy	+1,623	New	+$107K	0.05%	158

Other funds holding IYK

KCFA

Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 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

SLP

Storen Legacy Partners Zionsville, Indiana $367M AUM

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Adirondack Trust Company's IYK Position: Q2 2026 in Review

Adirondack Trust Company reduced its iShares US Consumer Staples ETF (IYK) stake by 14% in Q2 2026, selling an estimated $26.1K and leaving 2,281 shares worth $166K. The position accounts for 0.05% of the portfolio, ranked #162.

Adirondack Trust Company first reported a position in IYK in Q3 2023 and has held it in 12 quarters since. The position peaked at $287K in Q3 2024. 44 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Adirondack Trust Company held 2,281 shares of iShares US Consumer Staples ETF worth $166K as of Q2 2026.
Adirondack Trust Company sold 365 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $26.1K.
iShares US Consumer Staples ETF made up 0.05% of Adirondack Trust Company's portfolio in Q2 2026, its #162 holding.
Adirondack Trust Company first reported a position in iShares US Consumer Staples ETF in Q3 2023 and has held it in 12 quarters since.
Adirondack Trust Company's iShares US Consumer Staples ETF position peaked at $287K in Q3 2024.
44 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Adirondack Trust Company's 13F filing for Q2 2026, filed 16 Jul 2026.