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

Aptus Capital 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	$3.85K	Buy	53 +1	+2%	+$71	﹤0.01%	1686
2026 Q1	$3.64K	Hold	52	–	–	﹤0.01%	1589
2025 Q4	$3.48K	Hold	52	–	–	﹤0.01%	1582
2025 Q3	$3.56K	Buy	52 +1	+2%	+$70	﹤0.01%	1504
2025 Q2	$3.62K	Hold	51	–	–	﹤0.01%	1446
2025 Q1	$3.65K	Buy	+51	New	+$3.46K	﹤0.01%	1354
2023 Q4	–	Sell	-327	Closed	-$20.3K	–	949
2023 Q3	$20.3K	Hold	327	–	–	﹤0.01%	747
2023 Q2	$21.8K	Sell	327 -6	-2%	-$403	﹤0.01%	648
2023 Q1	$22.2K	Buy	+333	New	+$21.8K	﹤0.01%	627

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

Aptus Capital Advisors's IYK Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares US Consumer Staples ETF (IYK) stake by 1.9% in Q2 2026, buying an estimated $71 and bringing the position to 53 shares worth $3.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1686.

Aptus Capital Advisors first reported a position in IYK in Q1 2023 and has held it in 9 quarters since. The position peaked at $22.2K in Q1 2023. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Aptus Capital Advisors held 53 shares of iShares US Consumer Staples ETF worth $3.85K as of Q2 2026.
Aptus Capital Advisors bought 1 iShares US Consumer Staples ETF share in Q2 2026, an estimated $71.
iShares US Consumer Staples ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1686 holding.
Aptus Capital Advisors first reported a position in iShares US Consumer Staples ETF in Q1 2023 and has held it in 9 quarters since.
Aptus Capital Advisors's iShares US Consumer Staples ETF position peaked at $22.2K in Q1 2023.
286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.