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 Q2	$526K	Sell	7,234 -227	-3%	-$16.2K	0.08%	127
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 $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

Bellwether Advisors's IYK Position: Q2 2026 in Review

Bellwether Advisors reduced its iShares US Consumer Staples ETF (IYK) stake by 3% in Q2 2026, selling an estimated $16.2K and leaving 7,234 shares worth $526K. The position accounts for 0.08% of the portfolio, ranked #127.

Bellwether Advisors first reported a position in IYK in Q3 2023 and has held it in 12 quarters since. The position peaked at $13.7M in Q4 2024. 287 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Bellwether Advisors held 7,234 shares of iShares US Consumer Staples ETF worth $526K as of Q2 2026.
Bellwether Advisors sold 227 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $16.2K.
iShares US Consumer Staples ETF made up 0.08% of Bellwether Advisors's portfolio in Q2 2026, its #127 holding.
Bellwether Advisors first reported a position in iShares US Consumer Staples ETF in Q3 2023 and has held it in 12 quarters since.
Bellwether Advisors's iShares US Consumer Staples ETF position peaked at $13.7M in Q4 2024.
287 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.