AE Wealth Management
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
Q3 		$16.9K Buy
239
+142
+146% +$10.5K ﹤0.01% 2392
2026
Q2 		$7.05K Buy
97
+85
+708% +$6.08K ﹤0.01% 2430
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 		$5.44M 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

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

AE Wealth Management's IYK Position: Q3 2026 in Review

AE Wealth Management increased its iShares US Consumer Staples ETF (IYK) stake by 146% in Q3 2026, buying an estimated $10.5K and bringing the position to 239 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2392.

AE Wealth Management first reported a position in IYK in Q2 2019 and has held it in 19 quarters since. The position peaked at $6.8M in Q1 2022. 217 funds tracked by Wall St. Rank hold IYK as of Q3 2026.

  • AE Wealth Management held 239 shares of iShares US Consumer Staples ETF worth $16.9K as of Q3 2026.
  • AE Wealth Management bought 142 iShares US Consumer Staples ETF shares in Q3 2026, an estimated $10.5K.
  • iShares US Consumer Staples ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q3 2026, its #2392 holding.
  • AE Wealth Management first reported a position in iShares US Consumer Staples ETF in Q2 2019 and has held it in 19 quarters since.
  • AE Wealth Management's iShares US Consumer Staples ETF position peaked at $6.8M in Q1 2022.
  • 217 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2026.

Based on AE Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.