Advisornet Financial’s iShares US Consumer Staples ETF IYK Stock Holding History

Advisornet Financial’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	$21.8K	Hold	300	–	–	﹤0.01%	1366
2026 Q1	$21K	Hold	300	–	–	﹤0.01%	1321
2025 Q4	$20.1K	Hold	300	–	–	﹤0.01%	1323
2025 Q3	$20.5K	Hold	300	–	–	﹤0.01%	1294
2025 Q2	$21.1K	Hold	300	–	–	﹤0.01%	1249
2025 Q1	$21.5K	Hold	300	–	–	﹤0.01%	1169
2024 Q4	$19.7K	Hold	300	–	–	﹤0.01%	1142
2024 Q3	$21.2K	Hold	300	–	–	﹤0.01%	1176
2024 Q2	$19.7K	Hold	300	–	–	﹤0.01%	1097
2024 Q1	$20.3K	Sell	300 -405	-57%	-$26.4K	﹤0.01%	1071
2023 Q4	$45.1K	Hold	705	–	–	﹤0.01%	830
2023 Q3	$43.8K	Buy	705 +630	+840%	+$41.6K	﹤0.01%	820
2023 Q2	$5.01K	Hold	75	–	–	﹤0.01%	1501
2023 Q1	$4.98K	Sell	75 -30	-29%	-$1.96K	﹤0.01%	1486
2022 Q4	$7.1K	Buy	+105	New	+$6.91K	﹤0.01%	1386
2022 Q2	–	Sell	-15	Closed	-$1K	–	2008
2022 Q1	$1K	Hold	15	–	–	﹤0.01%	1897
2021 Q4	$1K	Hold	15	–	–	﹤0.01%	1934
2021 Q3	$1K	Hold	15	–	–	﹤0.01%	1817
2021 Q2	$1K	Hold	15	–	–	﹤0.01%	1749
2021 Q1	$1K	Hold	15	–	–	﹤0.01%	1697
2020 Q4	$1K	Sell	15 -12,306	-100%	-$653K	﹤0.01%	1605
2020 Q3	$607K	Buy	12,321 +12,306	+82,040%	+$587K	0.05%	306
2020 Q2	$1K	Hold	15	–	–	﹤0.01%	1684
2020 Q1	$1K	Hold	15	–	–	﹤0.01%	1675
2019 Q4	$1K	Hold	15	–	–	﹤0.01%	1751
2019 Q3	$1K	Hold	15	–	–	﹤0.01%	1752
2019 Q2	$1K	Hold	15	–	–	﹤0.01%	1590
2019 Q1	$1K	Hold	15	–	–	﹤0.01%	1504
2018 Q4	$1K	Hold	15	–	–	﹤0.01%	1409
2018 Q3	$1K	Hold	15	–	–	﹤0.01%	1413
2018 Q2	$1K	Hold	15	–	–	﹤0.01%	1471
2018 Q1	$1K	Hold	15	–	–	﹤0.01%	1353
2017 Q4	$1K	Buy	+15	New	+$616	﹤0.01%	1222

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

Advisornet Financial's IYK Position: Q2 2026 in Review

Advisornet Financial held its iShares US Consumer Staples ETF (IYK) position steady in Q2 2026 at 300 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1366.

Advisornet Financial first reported a position in IYK in Q4 2017 and has held it in 33 quarters since. The position peaked at $607K in Q3 2020. 288 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Advisornet Financial held 300 shares of iShares US Consumer Staples ETF worth $21.8K as of Q2 2026.
Advisornet Financial left its iShares US Consumer Staples ETF share count unchanged in Q2 2026.
iShares US Consumer Staples ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1366 holding.
Advisornet Financial first reported a position in iShares US Consumer Staples ETF in Q4 2017 and has held it in 33 quarters since.
Advisornet Financial's iShares US Consumer Staples ETF position peaked at $607K in Q3 2020.
288 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.