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

Atlas Private 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 		$287K Sell
3,952
-701
-15% -$50.1K 0.06% 113
2026
Q1 		$326K Sell
4,653
-750
-14% -$53.9K 0.08% 98
2025
Q4 		$362K Sell
5,403
-801
-13% -$54.4K 0.08% 100
2025
Q3 		$424K Sell
6,204
-2,852
-31% -$199K 0.1% 94
2025
Q2 		$638K Buy
9,056
+2,832
+46% +$199K 0.08% 109
2025
Q1 		$445K Buy
+6,224
New +$423K 0.06% 117

Other funds holding IYK

SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return

Atlas Private Wealth Advisors's IYK Position: Q2 2026 in Review

Atlas Private Wealth Advisors reduced its iShares US Consumer Staples ETF (IYK) stake by 15% in Q2 2026, selling an estimated $50.1K and leaving 3,952 shares worth $287K. The position accounts for 0.06% of the portfolio, ranked #113.

Atlas Private Wealth Advisors first reported a position in IYK in Q1 2025 and has held it in 6 quarters since. The position peaked at $638K in Q2 2025. 153 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

  • Atlas Private Wealth Advisors held 3,952 shares of iShares US Consumer Staples ETF worth $287K as of Q2 2026.
  • Atlas Private Wealth Advisors sold 701 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $50.1K.
  • iShares US Consumer Staples ETF made up 0.06% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #113 holding.
  • Atlas Private Wealth Advisors first reported a position in iShares US Consumer Staples ETF in Q1 2025 and has held it in 6 quarters since.
  • Atlas Private Wealth Advisors's iShares US Consumer Staples ETF position peaked at $638K in Q2 2025.
  • 153 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.