Bellwether Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

Bellwether 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 Q1	$522K	Hold	7,461	–	–	0.09%	112
2025 Q4	$499K	Hold	7,461	–	–	0.08%	87
2025 Q3	$510K	Sell	7,461 -84	-1%	-$5.86K	0.08%	97
2025 Q2	$532K	Sell	7,545 -564	-7%	-$39.7K	0.09%	83
2025 Q1	$580K	Sell	8,109 -200,883	-96%	-$13.6M	0.12%	83
2024 Q4	$13.7M	Buy	208,992 +28,389	+16%	+$1.95M	2.45%	7
2024 Q3	$12.7M	Buy	180,603 +55,464	+44%	+$3.83M	2.45%	12
2024 Q2	$8.23M	Sell	125,139 -60,635	-33%	-$4.03M	1.73%	15
2024 Q1	$12.6M	Buy	185,774 +65,240	+54%	+$4.25M	2.76%	7
2023 Q4	$7.7M	Sell	120,534 -80,313	-40%	-$5M	1.89%	11
2023 Q3	$12.5M	Buy	+200,847	New	+$13.3M	3.4%	7

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

Bellwether Advisors's IYK Position: Q1 2026 in Review

Bellwether Advisors held its iShares US Consumer Staples ETF (IYK) position steady in Q1 2026 at 7,461 shares worth $522K. The position accounts for 0.09% of the portfolio, ranked #112.

Bellwether Advisors first reported a position in IYK in Q3 2023 and has held it in 11 quarters since. The position peaked at $13.7M in Q4 2024. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

Bellwether Advisors held 7,461 shares of iShares US Consumer Staples ETF worth $522K as of Q1 2026.
Bellwether Advisors left its iShares US Consumer Staples ETF share count unchanged in Q1 2026.
iShares US Consumer Staples ETF made up 0.09% of Bellwether Advisors's portfolio in Q1 2026, its #112 holding.
Bellwether Advisors first reported a position in iShares US Consumer Staples ETF in Q3 2023 and has held it in 11 quarters since.
Bellwether Advisors's iShares US Consumer Staples ETF position peaked at $13.7M in Q4 2024.
290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.