Ball & Co Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Ball & Co Wealth Management’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	$59K	Buy	823 +365	+80%	+$26.1K	0.04%	36
2026 Q1	$32K	Buy	458 +2	+0.4%	+$144	0.03%	47
2025 Q4	$30K	Buy	456 +5	+1%	+$339	0.02%	47
2025 Q3	$30K	Buy	451 +2	+0.4%	+$140	0.02%	53
2025 Q2	$31K	Buy	449 +53	+13%	+$3.73K	0.03%	38
2025 Q1	$28K	Buy	396 +52	+15%	+$3.53K	0.03%	36
2024 Q4	$22K	Buy	+344	New	+$23.6K	0.02%	42

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

Ball & Co Wealth Management's IYK Position: Q2 2026 in Review

Ball & Co Wealth Management increased its iShares US Consumer Staples ETF (IYK) stake by 80% in Q2 2026, buying an estimated $26.1K and bringing the position to 823 shares worth $59K. The position accounts for 0.04% of the portfolio, ranked #36.

Ball & Co Wealth Management first reported a position in IYK in Q4 2024 and has held it in 7 quarters since. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Ball & Co Wealth Management held 823 shares of iShares US Consumer Staples ETF worth $59K as of Q2 2026.
Ball & Co Wealth Management bought 365 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $26.1K.
iShares US Consumer Staples ETF made up 0.04% of Ball & Co Wealth Management's portfolio in Q2 2026, its #36 holding.
Ball & Co Wealth Management first reported a position in iShares US Consumer Staples ETF in Q4 2024 and has held it in 7 quarters since.
286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Ball & Co Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.