Beacon Financial Advisory’s iShares US Consumer Staples ETF IYK Stock Holding History

Beacon Financial Advisory’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 Q1	$317K	Buy	4,532 +12	+0.3%	+$863	0.07%	296
2025 Q4	$303K	Buy	4,520 +25	+0.6%	+$1.7K	0.07%	293
2025 Q3	$307K	Buy	4,495 +16	+0.4%	+$1.12K	0.07%	290
2025 Q2	$316K	Sell	4,479 -1,119	-20%	-$78.8K	0.08%	264
2025 Q1	$401K	Buy	5,598 +337	+6%	+$22.9K	0.12%	195
2024 Q4	$345K	Buy	5,261 +25	+0.5%	+$1.72K	0.11%	199
2024 Q3	$370K	Buy	5,236 +24	+0.5%	+$1.66K	0.13%	190
2024 Q2	$343K	Buy	5,212 +20	+0.4%	+$1.33K	0.13%	193
2024 Q1	$351K	Sell	5,192 -2,452	-32%	-$160K	0.17%	159
2023 Q4	$489K	Buy	7,644 +99	+1%	+$6.16K	0.24%	121
2023 Q3	$469K	Buy	7,545 +510	+7%	+$33.7K	0.26%	117
2023 Q2	$470K	Buy	7,035 +30	+0.4%	+$2.01K	0.27%	121
2023 Q1	$465K	Buy	7,005 +1,554	+29%	+$102K	0.3%	115
2022 Q4	$368K	Sell	5,451 -126	-2%	-$8.29K	0.26%	119
2022 Q3	$334K	Buy	5,577 +21	+0.4%	+$1.38K	0.24%	132
2022 Q2	$361K	Buy	5,556 +15	+0.3%	+$1.01K	0.21%	143
2022 Q1	$370K	Buy	5,541 +714	+15%	+$47.6K	0.18%	150
2021 Q4	$322K	Buy	4,827 +18	+0.4%	+$1.13K	0.15%	168
2021 Q3	$288K	Buy	4,809 +12	+0.3%	+$739	0.15%	175
2021 Q2	$294K	Buy	4,797 +9	+0.2%	+$541	0.16%	163
2021 Q1	$283K	Buy	4,788 +9	+0.2%	+$527	0.16%	159
2020 Q4	$276K	Buy	4,779 +279	+6%	+$14.8K	0.18%	153
2020 Q3	$223K	Buy	+4,500	New	+$215K	0.19%	154

Other funds holding IYK

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Beacon Financial Advisory's IYK Position: Q1 2026 in Review

Beacon Financial Advisory increased its iShares US Consumer Staples ETF (IYK) stake by 0.27% in Q1 2026, buying an estimated $863 and bringing the position to 4,532 shares worth $317K. The position accounts for 0.07% of the portfolio, ranked #296.

Beacon Financial Advisory first reported a position in IYK in Q3 2020 and has held it in 23 quarters since. The position peaked at $489K in Q4 2023. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

Beacon Financial Advisory held 4,532 shares of iShares US Consumer Staples ETF worth $317K as of Q1 2026.
Beacon Financial Advisory bought 12 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $863.
iShares US Consumer Staples ETF made up 0.07% of Beacon Financial Advisory's portfolio in Q1 2026, its #296 holding.
Beacon Financial Advisory first reported a position in iShares US Consumer Staples ETF in Q3 2020 and has held it in 23 quarters since.
Beacon Financial Advisory's iShares US Consumer Staples ETF position peaked at $489K in Q4 2023.
290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.