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 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 $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

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

Ameritas Advisory Services reduced its iShares US Consumer Staples ETF (IYK) stake by 5.1% in Q1 2026, selling an estimated $17K and leaving 4,408 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #754.

Ameritas Advisory Services first reported a position in IYK in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.88M in Q4 2022. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

Ameritas Advisory Services held 4,408 shares of iShares US Consumer Staples ETF worth $309K as of Q1 2026.
Ameritas Advisory Services sold 237 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $17K.
iShares US Consumer Staples ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q1 2026, its #754 holding.
Ameritas Advisory Services first reported a position in iShares US Consumer Staples ETF in Q4 2021 and has held it in 16 quarters since.
Ameritas Advisory Services's iShares US Consumer Staples ETF position peaked at $3.88M in Q4 2022.
290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.