AWM
IYK icon

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

AE 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
Q1 		$840 Sell
12
-1
-8% -$72 ﹤0.01% 2524
2025
Q4 		$870 Sell
13
-292
-96% -$19.8K ﹤0.01% 2391
2025
Q3 		$20.9K Sell
305
-2,028
-87% -$142K ﹤0.01% 1887
2025
Q2 		$164K Buy
2,333
+1,352
+138% +$95.2K ﹤0.01% 1360
2025
Q1 		$70.2K Sell
981
-504
-34% -$34.2K ﹤0.01% 1523
2024
Q4 		$97.4K Buy
+1,485
New +$102K ﹤0.01% 1436
2024
Q1 		– Sell
-56,046
Closed -$3.59M – 1585
2023
Q4 		$3.59M Buy
56,046
+10,821
+24% +$673K 0.02% 703
2023
Q3 		$2.81M Sell
45,225
-2,772
-6% -$183K 0.02% 728
2023
Q2 		$3.2M Buy
47,997
+2,445
+5% +$164K 0.02% 686
2023
Q1 		$3.03M Sell
45,552
-6,669
-13% -$436K 0.02% 662
2022
Q4 		$3.53M Sell
52,221
-38,454
-42% -$2.53M 0.03% 564
2022
Q3 		$5.43M Buy
90,675
+1,176
+1% +$77.2K 0.04% 415
2022
Q2 		$5.82M Sell
89,499
-12,270
-12% -$825K 0.05% 387
2022
Q1 		$6.8M Buy
+101,769
New +$6.78M 0.05% 367
2020
Q4 		– Sell
-19,314
Closed -$962K – 1390
2020
Q3 		$962K Buy
+19,314
New +$922K 0.01% 649
2019
Q4 		– Sell
-7,623
Closed -$321K – 1159
2019
Q3 		$321K Sell
7,623
-84,663
-92% -$3.5M 0.01% 761
2019
Q2 		$3.74M Buy
+92,286
New +$3.72M 0.11% 158

Other funds holding IYK

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AE Wealth Management's IYK Position: Q1 2026 in Review

AE Wealth Management reduced its iShares US Consumer Staples ETF (IYK) stake by 7.7% in Q1 2026, selling an estimated $72 and leaving 12 shares worth $840. The position accounts for ﹤0.01% of the portfolio, ranked #2524.

AE Wealth Management first reported a position in IYK in Q2 2019 and has held it in 17 quarters since. The position peaked at $6.8M in Q1 2022. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

  • AE Wealth Management held 12 shares of iShares US Consumer Staples ETF worth $840 as of Q1 2026.
  • AE Wealth Management sold 1 iShares US Consumer Staples ETF share in Q1 2026, an estimated $72.
  • iShares US Consumer Staples ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2524 holding.
  • AE Wealth Management first reported a position in iShares US Consumer Staples ETF in Q2 2019 and has held it in 17 quarters since.
  • AE Wealth Management's iShares US Consumer Staples ETF position peaked at $6.8M in Q1 2022.
  • 290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.