Arax Advisory Partners’s iShares US Consumer Staples ETF IYK Stock Holding History

Arax Advisory Partners’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	$403K	Buy	5,546 +4,871	+722%	+$348K	﹤0.01%	1781
2026 Q1	$47.3K	Hold	675	–	–	﹤0.01%	1714
2025 Q4	$45.2K	Buy	+675	New	+$45.8K	﹤0.01%	1657
2020 Q4	–	Sell	-147	Closed	-$7K	–	744
2020 Q3	$7K	Buy	+147	New	+$7.01K	﹤0.01%	580

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

Arax Advisory Partners's IYK Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares US Consumer Staples ETF (IYK) stake by 722% in Q2 2026, buying an estimated $348K and bringing the position to 5,546 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #1781.

Arax Advisory Partners first reported a position in IYK in Q3 2020 and has held it in 4 quarters since. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Arax Advisory Partners held 5,546 shares of iShares US Consumer Staples ETF worth $403K as of Q2 2026.
Arax Advisory Partners bought 4,871 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $348K.
iShares US Consumer Staples ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1781 holding.
Arax Advisory Partners first reported a position in iShares US Consumer Staples ETF in Q3 2020 and has held it in 4 quarters since.
286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.