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Atlantic Union Bankshares’s iShares US Consumer Staples ETF IYK Stock Holding History

Atlantic Union Bankshares’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
Q1 		$77K Sell
1,100
-85
-7% -$6.11K ﹤0.01% 811
2025
Q4 		$79.3K Sell
1,185
-185
-14% -$12.6K ﹤0.01% 810
2025
Q3 		$93.7K Sell
1,370
-200
-13% -$14K ﹤0.01% 771
2025
Q2 		$111K Buy
+1,570
New +$111K ﹤0.01% 542

Other funds holding IYK

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Atlantic Union Bankshares's IYK Position: Q1 2026 in Review

Atlantic Union Bankshares reduced its iShares US Consumer Staples ETF (IYK) stake by 7.2% in Q1 2026, selling an estimated $6.11K and leaving 1,100 shares worth $77K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

Atlantic Union Bankshares first reported a position in IYK in Q2 2025 and has held it in 4 quarters since. The position peaked at $111K in Q2 2025. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

  • Atlantic Union Bankshares held 1,100 shares of iShares US Consumer Staples ETF worth $77K as of Q1 2026.
  • Atlantic Union Bankshares sold 85 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $6.11K.
  • iShares US Consumer Staples ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q1 2026, its #811 holding.
  • Atlantic Union Bankshares first reported a position in iShares US Consumer Staples ETF in Q2 2025 and has held it in 4 quarters since.
  • Atlantic Union Bankshares's iShares US Consumer Staples ETF position peaked at $111K in Q2 2025.
  • 290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.