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Atlantic Edge Private Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Atlantic Edge Private 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
Q2 		$80.7K Hold
1,110
– – 0.02% 215
2026
Q1 		$77.7K Sell
1,110
-15
-1% -$1.08K 0.02% 200
2025
Q4 		$75.3K Hold
1,125
– – 0.02% 189
2025
Q3 		$76.9K Hold
1,125
– – 0.02% 186
2025
Q2 		$79.3K Hold
1,125
– – 0.02% 178
2025
Q1 		$80.5K Hold
1,125
– – 0.02% 172
2024
Q4 		$73.8K Hold
1,125
– – 0.02% 176
2024
Q3 		$79.4K Hold
1,125
– – 0.02% 174
2024
Q2 		$74K Hold
1,125
– – 0.02% 170
2024
Q1 		$76.1K Hold
1,125
– – 0.03% 166
2023
Q4 		$71.9K Buy
+1,125
New +$70K 0.03% 165

Other funds holding IYK

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
SLP
Storen Legacy Partners Zionsville, Indiana $367M AUM
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Atlantic Edge Private Wealth Management's IYK Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its iShares US Consumer Staples ETF (IYK) position steady in Q2 2026 at 1,110 shares worth $80.7K. The position accounts for 0.02% of the portfolio, ranked #215.

Atlantic Edge Private Wealth Management first reported a position in IYK in Q4 2023 and has held it in 11 quarters since. 107 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 1,110 shares of iShares US Consumer Staples ETF worth $80.7K as of Q2 2026.
  • Atlantic Edge Private Wealth Management left its iShares US Consumer Staples ETF share count unchanged in Q2 2026.
  • iShares US Consumer Staples ETF made up 0.02% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #215 holding.
  • Atlantic Edge Private Wealth Management first reported a position in iShares US Consumer Staples ETF in Q4 2023 and has held it in 11 quarters since.
  • 107 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.