Ancora Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

Ancora Advisors’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	$30.5K	Hold	420	–	–	﹤0.01%	1203
2026 Q1	$29.4K	Hold	420	–	–	﹤0.01%	1365
2025 Q4	$28.1K	Hold	420	–	–	﹤0.01%	1389
2025 Q3	$28.7K	Hold	420	–	–	﹤0.01%	1152
2025 Q2	$29.6K	Hold	420	–	–	﹤0.01%	1136
2025 Q1	$30.1K	Hold	420	–	–	﹤0.01%	1117
2024 Q4	$27.5K	Hold	420	–	–	﹤0.01%	1150
2024 Q3	$29.6K	Hold	420	–	–	﹤0.01%	1119
2024 Q2	$27.6K	Hold	420	–	–	﹤0.01%	1095
2024 Q1	$28.4K	Hold	420	–	–	﹤0.01%	1118
2023 Q4	$26.8K	Hold	420	–	–	﹤0.01%	1107
2023 Q3	$26.1K	Hold	420	–	–	﹤0.01%	1087
2023 Q2	$28K	Hold	420	–	–	﹤0.01%	1047
2023 Q1	$27.9K	Hold	420	–	–	﹤0.01%	1053
2022 Q4	$28K	Hold	420	–	–	﹤0.01%	1094
2022 Q3	$25K	Hold	420	–	–	﹤0.01%	1281
2022 Q2	$27K	Hold	420	–	–	﹤0.01%	1365
2022 Q1	$28K	Hold	420	–	–	﹤0.01%	1457
2021 Q4	$28K	Hold	420	–	–	﹤0.01%	1472
2021 Q3	$25K	Hold	420	–	–	﹤0.01%	1410
2021 Q2	$26K	Hold	420	–	–	﹤0.01%	1278
2021 Q1	$25K	Hold	420	–	–	﹤0.01%	1242
2020 Q4	$24K	Hold	420	–	–	﹤0.01%	1037
2020 Q3	$21K	Hold	420	–	–	﹤0.01%	1010
2020 Q2	$18K	Hold	420	–	–	﹤0.01%	1009
2020 Q1	$15K	Hold	420	–	–	﹤0.01%	1107
2019 Q4	$19K	Buy	+420	New	+$18K	﹤0.01%	1074
2018 Q4	–	Sell	-420	Closed	-$17K	–	924
2018 Q3	$17K	Buy	+420	New	+$16.8K	﹤0.01%	1102
2017 Q1	–	Sell	-420	Closed	-$16K	–	856
2016 Q4	$16K	Buy	+420	New	+$15.5K	﹤0.01%	980

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

Ancora Advisors's IYK Position: Q2 2026 in Review

Ancora Advisors held its iShares US Consumer Staples ETF (IYK) position steady in Q2 2026 at 420 shares worth $30.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

Ancora Advisors first reported a position in IYK in Q4 2016 and has held it in 29 quarters since. 287 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Ancora Advisors held 420 shares of iShares US Consumer Staples ETF worth $30.5K as of Q2 2026.
Ancora Advisors left its iShares US Consumer Staples ETF share count unchanged in Q2 2026.
iShares US Consumer Staples ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1203 holding.
Ancora Advisors first reported a position in iShares US Consumer Staples ETF in Q4 2016 and has held it in 29 quarters since.
287 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.