Advisory Services Network’s iShares US Consumer Staples ETF IYK Stock Holding History

Advisory Services Network’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 Q1	$179K	Buy	+2,554	New	+$184K	﹤0.01%	1880
2025 Q4	–	Sell	-2,735	Closed	-$187K	–	3091
2025 Q3	$187K	Buy	+2,735	New	+$191K	﹤0.01%	1728
2025 Q2	–	Sell	-50,783	Closed	-$3.63M	–	1810
2025 Q1	$3.63M	Buy	50,783 +1,330	+3%	+$90.3K	0.07%	321
2024 Q4	$3.24M	Buy	49,453 +21,324	+76%	+$1.46M	0.06%	349
2024 Q3	$1.85M	Hold	28,129	–	–	0.04%	494
2024 Q2	$1.85M	Sell	28,129 -5,148	-15%	-$342K	0.04%	494
2024 Q1	$2.25M	Sell	33,277 -12,338	-27%	-$804K	0.05%	419
2023 Q4	$2.91M	Buy	45,615 +11,691	+34%	+$727K	0.07%	313
2023 Q3	$2.11M	Sell	33,924 -122,772	-78%	-$8.11M	0.06%	398
2023 Q2	$10.5M	Sell	156,696 -6,342	-4%	-$426K	0.28%	72
2023 Q1	$10.8M	Buy	163,038 +21,105	+15%	+$1.38M	0.3%	64
2022 Q4	$9.59M	Buy	141,933 +195	+0.1%	+$12.8K	0.29%	69
2022 Q3	$8.5M	Sell	141,738 -570	-0.4%	-$37.4K	0.3%	71
2022 Q2	$9.25M	Buy	142,308 +139,104	+4,342%	+$9.35M	0.32%	62
2022 Q1	$214K	Buy	3,204 +105	+3%	+$6.99K	0.01%	1311
2021 Q4	$207K	Buy	+3,099	New	+$194K	0.01%	1288
2021 Q3	–	Sell	-3,129	Closed	-$192K	–	2351
2021 Q2	$192K	Buy	+3,129	New	+$188K	0.01%	1288
2021 Q1	–	Sell	-1,680	Closed	-$97K	–	2163
2020 Q4	$97K	Hold	1,680	–	–	﹤0.01%	1344
2020 Q3	$84K	Buy	+1,680	New	+$80.2K	﹤0.01%	1320
2020 Q2	–	Sell	-1,680	Closed	-$61K	–	1917
2020 Q1	$61K	Buy	1,680 +105	+7%	+$4.45K	﹤0.01%	1289
2019 Q4	$70K	Hold	1,575	–	–	﹤0.01%	1336
2019 Q3	$64K	Hold	1,575	–	–	﹤0.01%	1259
2019 Q2	$64K	Sell	1,575 -24	-2%	-$967	﹤0.01%	1257
2019 Q1	$64K	Hold	1,599	–	–	﹤0.01%	1150
2018 Q4	$57K	Buy	1,599 +24	+2%	+$916	0.01%	1087
2018 Q3	$62K	Hold	1,575	–	–	﹤0.01%	1147
2018 Q2	$63K	Hold	1,575	–	–	﹤0.01%	1128
2018 Q1	$62K	Hold	1,575	–	–	0.01%	1226
2017 Q4	$67K	Hold	1,575	–	–	0.01%	1141
2017 Q3	$63K	Hold	1,575	–	–	0.01%	1014
2017 Q2	$64K	Hold	1,575	–	–	0.01%	973
2017 Q1	$62K	Buy	+1,575	New	+$61.1K	0.01%	934
2016 Q3	$60K	Sell	1,575 -225	-13%	-$8.7K	0.01%	818
2016 Q2	$69K	Sell	1,800 -21	-1%	-$789	0.02%	708
2016 Q1	$68K	Buy	1,821 +246	+16%	+$8.75K	0.02%	589
2015 Q4	$57K	Hold	1,575	–	–	0.02%	555
2015 Q3	$54K	Hold	1,575	–	–	0.02%	513
2015 Q2	$56K	Hold	1,575	–	–	0.02%	482
2015 Q1	$56K	Hold	1,575	–	–	0.02%	471
2014 Q4	$55K	Buy	+1,575	New	+$53.9K	0.02%	414
2014 Q1	–	Sell	-1,575	Closed	-$50K	–	515
2013 Q4	$50K	Buy	+1,575	New	+$49K	0.03%	317

Other funds holding IYK

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Advisory Services Network's IYK Position: Q1 2026 in Review

Advisory Services Network opened a new position in iShares US Consumer Staples ETF (IYK) in Q1 2026: 2,554 shares worth $179K. The stake represents ﹤0.01% of the portfolio and ranks #1880 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in IYK as recently as Q3 2025.

Advisory Services Network first reported a position in IYK in Q4 2013 and has held it in 41 quarters since. The position peaked at $10.8M in Q1 2023. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

Advisory Services Network held 2,554 shares of iShares US Consumer Staples ETF worth $179K as of Q1 2026.
iShares US Consumer Staples ETF was a new Advisory Services Network position in Q1 2026.
iShares US Consumer Staples ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #1880 holding.
Advisory Services Network first reported a position in iShares US Consumer Staples ETF in Q4 2013 and has held it in 41 quarters since.
Advisory Services Network's iShares US Consumer Staples ETF position peaked at $10.8M in Q1 2023.
290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.