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

Ameritas Advisory Services’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	$565K	Buy	7,772 +3,364	+76%	+$240K	0.01%	743
2026 Q1	$309K	Sell	4,408 -237	-5%	-$17K	0.01%	754
2025 Q4	$311K	Buy	4,645 +4,061	+695%	+$276K	0.01%	753
2025 Q3	$40K	Sell	584 -7,419	-93%	-$518K	﹤0.01%	1168
2025 Q2	$564K	Buy	8,003 +10	+0.1%	+$704	0.03%	475
2025 Q1	$570K	Sell	7,993 -566	-7%	-$38.4K	0.02%	541
2024 Q4	$561K	Buy	8,559 +1,067	+14%	+$73.3K	0.02%	563
2024 Q3	$529K	Buy	7,492 +401	+6%	+$27.7K	0.02%	531
2024 Q2	$466K	Buy	+7,091	New	+$471K	0.02%	598
2024 Q1	–	Sell	-10,668	Closed	-$682K	–	895
2023 Q4	$682K	Sell	10,668 -11,394	-52%	-$709K	0.04%	361
2023 Q3	$1.37M	Buy	+22,062	New	+$1.46M	0.07%	268
2023 Q2	–	Sell	-44,067	Closed	-$3M	–	1577
2023 Q1	$3M	Sell	44,067 -13,275	-23%	-$869K	0.15%	135
2022 Q4	$3.88M	Sell	57,342 -2,604	-4%	-$171K	0.18%	116
2022 Q3	$3.59M	Buy	59,946 +3,489	+6%	+$229K	0.21%	100
2022 Q2	$3.67M	Buy	56,457 +50,883	+913%	+$3.42M	0.21%	104
2022 Q1	$372K	Buy	5,574 +1,959	+54%	+$130K	0.01%	587
2021 Q4	$241K	Buy	+3,615	New	+$226K	0.01%	715

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

Ameritas Advisory Services's IYK Position: Q2 2026 in Review

Ameritas Advisory Services increased its iShares US Consumer Staples ETF (IYK) stake by 76% in Q2 2026, buying an estimated $240K and bringing the position to 7,772 shares worth $565K. The position accounts for 0.01% of the portfolio, ranked #743.

Ameritas Advisory Services first reported a position in IYK in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.88M in Q4 2022. 288 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Ameritas Advisory Services held 7,772 shares of iShares US Consumer Staples ETF worth $565K as of Q2 2026.
Ameritas Advisory Services bought 3,364 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $240K.
iShares US Consumer Staples ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #743 holding.
Ameritas Advisory Services first reported a position in iShares US Consumer Staples ETF in Q4 2021 and has held it in 17 quarters since.
Ameritas Advisory Services's iShares US Consumer Staples ETF position peaked at $3.88M in Q4 2022.
288 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.