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

AssuredPartners Investment 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 		$2.19M Buy
30,180
+14,282
+90% +$1.02M 0.21% 122
2026
Q1 		$1.12M Sell
15,898
-14,407
-48% -$1.04M 0.12% 182
2025
Q4 		$2.03M Buy
30,305
+24,041
+384% +$1.63M 0.3% 79
2025
Q3 		$428K Buy
+6,264
New +$437K 0.1% 154
2025
Q2 		– Sell
-39,507
Closed -$2.83M – 295
2025
Q1 		$2.83M Buy
39,507
+2,286
+6% +$155K 0.55% 54
2024
Q4 		$2.44M Buy
+37,221
New +$2.56M 0.48% 57

Other funds holding IYK

Dynasty Wealth Management
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
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
OpenArc Corporate Advisory
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
PGIM Custom Harvest
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

AssuredPartners Investment Advisors's IYK Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its iShares US Consumer Staples ETF (IYK) stake by 90% in Q2 2026, buying an estimated $1.02M and bringing the position to 30,180 shares worth $2.19M. The position accounts for 0.21% of the portfolio, ranked #122.

AssuredPartners Investment Advisors first reported a position in IYK in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.83M in Q1 2025. 288 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

  • AssuredPartners Investment Advisors held 30,180 shares of iShares US Consumer Staples ETF worth $2.19M as of Q2 2026.
  • AssuredPartners Investment Advisors bought 14,282 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $1.02M.
  • iShares US Consumer Staples ETF made up 0.21% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #122 holding.
  • AssuredPartners Investment Advisors first reported a position in iShares US Consumer Staples ETF in Q4 2024 and has held it in 6 quarters since.
  • AssuredPartners Investment Advisors's iShares US Consumer Staples ETF position peaked at $2.83M in Q1 2025.
  • 288 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

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