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

Arkadios Wealth 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 		$859K Buy
11,817
+723
+7% +$51.7K 0.01% 868
2026
Q1 		$777K Buy
11,094
+956
+9% +$68.7K 0.01% 904
2025
Q4 		$678K Buy
10,138
+6,389
+170% +$434K 0.01% 873
2025
Q3 		$256K Sell
3,749
-402
-10% -$28K 0.01% 1220
2025
Q2 		$293K Buy
+4,151
New +$292K 0.01% 1070
2024
Q3 		– Sell
-3,843
Closed -$253K – 955
2024
Q2 		$253K Sell
3,843
-967
-20% -$64.3K 0.02% 690
2024
Q1 		$325K Sell
4,810
-566
-11% -$36.9K 0.03% 514
2023
Q4 		$344K Sell
5,376
-561
-9% -$34.9K 0.03% 476
2023
Q3 		$369K Sell
5,937
-330
-5% -$21.8K 0.04% 422
2023
Q2 		$418K Buy
6,267
+459
+8% +$30.8K 0.05% 353
2023
Q1 		$386K Sell
5,808
-99
-2% -$6.48K 0.05% 367
2022
Q4 		$399K Buy
5,907
+378
+7% +$24.9K 0.05% 334
2022
Q3 		$331K Buy
5,529
+1,089
+25% +$71.5K 0.05% 352
2022
Q2 		$288K Buy
4,440
+708
+19% +$47.6K 0.04% 407
2022
Q1 		$249K Buy
+3,732
New +$249K 0.03% 470

Other funds holding IYK

DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
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

Arkadios Wealth Advisors's IYK Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its iShares US Consumer Staples ETF (IYK) stake by 6.5% in Q2 2026, buying an estimated $51.7K and bringing the position to 11,817 shares worth $859K. The position accounts for 0.01% of the portfolio, ranked #868.

Arkadios Wealth Advisors first reported a position in IYK in Q1 2022 and has held it in 15 quarters since. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

  • Arkadios Wealth Advisors held 11,817 shares of iShares US Consumer Staples ETF worth $859K as of Q2 2026.
  • Arkadios Wealth Advisors bought 723 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $51.7K.
  • iShares US Consumer Staples ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #868 holding.
  • Arkadios Wealth Advisors first reported a position in iShares US Consumer Staples ETF in Q1 2022 and has held it in 15 quarters since.
  • 286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.