BRWA
IYK icon

B. Riley Wealth Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

B. Riley 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 		$1.65M Buy
22,386
+658
+3% +$47K 0.09% 210
2026
Q1 		$1.52M Buy
21,728
+6
+0% +$431 0.1% 202
2025
Q4 		$1.45M Sell
21,722
-4,303
-17% -$292K 0.07% 263
2025
Q3 		$1.78M Sell
26,025
-141
-0.5% -$9.84K 0.09% 227
2025
Q2 		$1.84M Buy
+26,166
New +$1.84M 0.09% 225
2024
Q4 		$1.31M Sell
19,956
-15
-0.1% -$1.03K 0.04% 372
2024
Q3 		$1.38M Buy
19,971
+4,187
+27% +$289K 0.04% 411
2024
Q2 		$1.04M Buy
15,784
+6,493
+70% +$432K 0.03% 525
2024
Q1 		$1.75M Sell
9,291
-5,436
-37% -$354K 0.05% 390
2023
Q4 		$941K Sell
14,727
-13,146
-47% -$818K 0.03% 550
2023
Q3 		$1.75M Buy
27,873
+447
+2% +$29.5K 0.05% 390
2023
Q2 		$1.83M Buy
27,426
+6,651
+32% +$446K 0.04% 391
2023
Q1 		$1.38M Sell
20,775
-1,326
-6% -$86.8K 0.04% 450
2022
Q4 		$1.49M Buy
+22,101
New +$1.45M 0.04% 415
2015
Q1 		– Sell
-147
Closed -$5 – 1287
2014
Q4 		$5 Buy
+147
New +$5.03K ﹤0.01% 3154
2014
Q3 		– Sell
-903
Closed -$29.9K – 1281
2014
Q2 		$29.9K Buy
+903
New +$29.3K 0.01% 1271

Other funds holding IYK

KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $343M AUM 35.3% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
WSFG
Wall Street Financial Group Carlinville, Illinois $187M AUM 51.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return