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
Q3 		$1.56M Sell
22,014
-372
-2% -$27.6K 0.06% 272
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

FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

B. Riley Wealth Advisors's IYK Position: Q3 2026 in Review

B. Riley Wealth Advisors reduced its iShares US Consumer Staples ETF (IYK) stake by 1.7% in Q3 2026, selling an estimated $27.6K and leaving 22,014 shares worth $1.56M. The position accounts for 0.06% of the portfolio, ranked #272.

B. Riley Wealth Advisors first reported a position in IYK in Q2 2014 and has held it in 18 quarters since. The position peaked at $1.84M in Q2 2025. 21 funds tracked by Wall St. Rank hold IYK as of Q3 2026.

  • B. Riley Wealth Advisors held 22,014 shares of iShares US Consumer Staples ETF worth $1.56M as of Q3 2026.
  • B. Riley Wealth Advisors sold 372 iShares US Consumer Staples ETF shares in Q3 2026, an estimated $27.6K.
  • iShares US Consumer Staples ETF made up 0.06% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #272 holding.
  • B. Riley Wealth Advisors first reported a position in iShares US Consumer Staples ETF in Q2 2014 and has held it in 18 quarters since.
  • B. Riley Wealth Advisors's iShares US Consumer Staples ETF position peaked at $1.84M in Q2 2025.
  • 21 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.