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Atria Investments’s iShares US Consumer Staples ETF IYK Stock Holding History

Atria Investments’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 		$830K Sell
11,424
-822
-7% -$58.8K 0.01% 1214
2026
Q1 		$858K Buy
12,246
+2,701
+28% +$194K 0.01% 1143
2025
Q4 		$639K Sell
9,545
-3,811
-29% -$259K 0.01% 1306
2025
Q3 		$913K Buy
13,356
+691
+5% +$48.2K 0.01% 1097
2025
Q2 		$893K Buy
12,665
+9,836
+348% +$693K 0.01% 1094
2025
Q1 		$202K Buy
+2,829
New +$192K ﹤0.01% 1819
2023
Q3 		– Sell
-24,441
Closed -$1.63M – 867
2023
Q2 		$1.63M Buy
24,441
+939
+4% +$63K 0.03% 628
2023
Q1 		$1.56M Buy
23,502
+2,265
+11% +$148K 0.03% 632
2022
Q4 		$1.44M Sell
21,237
-1,791
-8% -$118K 0.03% 626
2022
Q3 		$1.38M Buy
23,028
+5,715
+33% +$375K 0.03% 607
2022
Q2 		$1.13M Sell
17,313
-1,125
-6% -$75.6K 0.02% 704
2022
Q1 		$1.23M Buy
+18,438
New +$1.23M 0.02% 760
2020
Q4 		– Sell
-40,110
Closed -$2M – 684
2020
Q3 		$2M Buy
+40,110
New +$1.91M 0.06% 342
2017
Q3 		– Sell
-39,567
Closed -$1.6M – 811
2017
Q2 		$1.6M Buy
+39,567
New +$1.59M 0.1% 218
2016
Q2 		– Sell
-65,127
Closed -$2.44M – 489
2016
Q1 		$2.44M Sell
65,127
-6,675
-9% -$237K 0.28% 53
2015
Q4 		$2.47M Sell
71,802
-255
-0.4% -$9.2K 0.27% 57
2015
Q3 		$2.46M Buy
+72,057
New +$2.53M 0.34% 51

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

Atria Investments's IYK Position: Q2 2026 in Review

Atria Investments reduced its iShares US Consumer Staples ETF (IYK) stake by 6.7% in Q2 2026, selling an estimated $58.8K and leaving 11,424 shares worth $830K. The position accounts for 0.01% of the portfolio, ranked #1214.

Atria Investments first reported a position in IYK in Q3 2015 and has held it in 17 quarters since. The position peaked at $2.47M in Q4 2015. 288 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

  • Atria Investments held 11,424 shares of iShares US Consumer Staples ETF worth $830K as of Q2 2026.
  • Atria Investments sold 822 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $58.8K.
  • iShares US Consumer Staples ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1214 holding.
  • Atria Investments first reported a position in iShares US Consumer Staples ETF in Q3 2015 and has held it in 17 quarters since.
  • Atria Investments's iShares US Consumer Staples ETF position peaked at $2.47M in Q4 2015.
  • 288 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.