Apollon Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Apollon 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 Q1	$246K	Hold	3,507	–	–	﹤0.01%	1217
2025 Q4	$235K	Hold	3,507	–	–	﹤0.01%	1164
2025 Q3	$240K	Hold	3,507	–	–	﹤0.01%	1145
2025 Q2	$247K	Hold	3,507	–	–	﹤0.01%	1090
2025 Q1	$251K	Sell	3,507 -171	-5%	-$11.6K	0.01%	1020
2024 Q4	$241K	Buy	+3,678	New	+$253K	0.01%	1029
2020 Q3	–	Sell	-822	Closed	-$35K	–	430
2020 Q2	$35K	Buy	+822	New	+$33.2K	0.02%	293

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

Apollon Wealth Management's IYK Position: Q1 2026 in Review

Apollon Wealth Management held its iShares US Consumer Staples ETF (IYK) position steady in Q1 2026 at 3,507 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #1217.

Apollon Wealth Management first reported a position in IYK in Q2 2020 and has held it in 7 quarters since. The position peaked at $251K in Q1 2025. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

Apollon Wealth Management held 3,507 shares of iShares US Consumer Staples ETF worth $246K as of Q1 2026.
Apollon Wealth Management left its iShares US Consumer Staples ETF share count unchanged in Q1 2026.
iShares US Consumer Staples ETF made up ﹤0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #1217 holding.
Apollon Wealth Management first reported a position in iShares US Consumer Staples ETF in Q2 2020 and has held it in 7 quarters since.
Apollon Wealth Management's iShares US Consumer Staples ETF position peaked at $251K in Q1 2025.
290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.