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	0.08%	227
2025 Q2	$1.84M	Buy	26,166 +3,572	+16%	+$252K	0.09%	225
2025 Q1	$1.62M	Buy	22,594 +2,638	+13%	+$179K	0.05%	370
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	-$5K	–	1285
2014 Q4	$5K	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

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

B. Riley Wealth Advisors's IYK Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its iShares US Consumer Staples ETF (IYK) stake by 3% in Q2 2026, buying an estimated $47K and bringing the position to 22,386 shares worth $1.65M. The position accounts for 0.09% of the portfolio, ranked #210.

B. Riley Wealth Advisors first reported a position in IYK in Q2 2014 and has held it in 17 quarters since. The position peaked at $1.84M in Q2 2025. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

B. Riley Wealth Advisors held 22,386 shares of iShares US Consumer Staples ETF worth $1.65M as of Q2 2026.
B. Riley Wealth Advisors bought 658 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $47K.
iShares US Consumer Staples ETF made up 0.09% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #210 holding.
B. Riley Wealth Advisors first reported a position in iShares US Consumer Staples ETF in Q2 2014 and has held it in 17 quarters since.
B. Riley Wealth Advisors's iShares US Consumer Staples ETF position peaked at $1.84M in Q2 2025.
286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.