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

Allworth 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	$145K	Sell	1,995 -573	-22%	-$41K	﹤0.01%	1714
2026 Q1	$180K	Buy	2,568 +1,308	+104%	+$94K	﹤0.01%	1475
2025 Q4	$84.3K	Sell	1,260 -304	-19%	-$20.6K	﹤0.01%	1857
2025 Q3	$107K	Buy	1,564 +115	+8%	+$8.02K	﹤0.01%	1647
2025 Q2	$102K	Sell	1,449 -959	-40%	-$67.5K	﹤0.01%	1543
2025 Q1	$169K	Buy	2,408 +105	+5%	+$7.13K	﹤0.01%	1004
2024 Q4	$149K	Buy	2,303 +2,057	+836%	+$141K	﹤0.01%	1071
2024 Q3	$17.4K	Hold	246	–	–	﹤0.01%	2003
2024 Q2	$16.5K	Hold	246	–	–	﹤0.01%	1995
2024 Q1	$16.6K	Hold	246	–	–	﹤0.01%	1876
2023 Q4	$15.7K	Sell	246 -753	-75%	-$46.8K	﹤0.01%	1774
2023 Q3	$62.1K	Hold	999	–	–	﹤0.01%	1045
2023 Q2	$66.7K	Sell	999 -1,095	-52%	-$73.5K	﹤0.01%	1035
2023 Q1	$139K	Buy	2,094 +1,341	+178%	+$87.8K	﹤0.01%	748
2022 Q4	$50.9K	Buy	+753	New	+$49.6K	﹤0.01%	1005
2016 Q2	–	Sell	-483	Closed	-$18K	–	654
2016 Q1	$18K	Hold	483	–	–	﹤0.01%	320
2015 Q4	$17K	Hold	483	–	–	﹤0.01%	322
2015 Q3	$17K	Hold	483	–	–	0.01%	327
2015 Q2	$17K	Hold	483	–	–	0.01%	322
2015 Q1	$17K	Buy	+483	New	+$17K	0.01%	327

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

Allworth Financial's IYK Position: Q2 2026 in Review

Allworth Financial reduced its iShares US Consumer Staples ETF (IYK) stake by 22% in Q2 2026, selling an estimated $41K and leaving 1,995 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #1714.

Allworth Financial first reported a position in IYK in Q1 2015 and has held it in 20 quarters since. The position peaked at $180K in Q1 2026. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Allworth Financial held 1,995 shares of iShares US Consumer Staples ETF worth $145K as of Q2 2026.
Allworth Financial sold 573 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $41K.
iShares US Consumer Staples ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1714 holding.
Allworth Financial first reported a position in iShares US Consumer Staples ETF in Q1 2015 and has held it in 20 quarters since.
Allworth Financial's iShares US Consumer Staples ETF position peaked at $180K in Q1 2026.
286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.