Belpointe Asset Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Belpointe Asset 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	$382K	Buy	+5,261	New	+$376K	0.01%	814
2023 Q2	–	Sell	-3,552	Closed	-$236K	–	1986
2023 Q1	$236K	Sell	3,552 -1,560	-31%	-$102K	0.01%	860
2022 Q4	$346K	Buy	5,112 +336	+7%	+$22.1K	0.02%	676
2022 Q3	$286K	Buy	4,776 +12	+0.3%	+$788	0.02%	706
2022 Q2	$310K	Buy	4,764 +192	+4%	+$12.9K	0.02%	665
2022 Q1	$305K	Buy	4,572 +1,590	+53%	+$106K	0.02%	717
2021 Q4	$199K	Sell	2,982 -858	-22%	-$53.7K	0.01%	898
2021 Q3	$230K	Sell	3,840 -101,226	-96%	-$6.24M	0.02%	805
2021 Q2	$6.44M	Buy	105,066 +31,365	+43%	+$1.89M	0.46%	33
2021 Q1	$4.35M	Buy	+73,701	New	+$4.32M	0.37%	49

Other funds holding IYK

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

KCFA

Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

CWA

Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

SLP

Storen Legacy Partners Zionsville, Indiana $367M AUM

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

Belpointe Asset Management's IYK Position: Q2 2026 in Review

Belpointe Asset Management opened a new position in iShares US Consumer Staples ETF (IYK) in Q2 2026: 5,261 shares worth $382K. The stake represents 0.01% of the portfolio and ranks #814 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in IYK as recently as Q1 2023.

Belpointe Asset Management first reported a position in IYK in Q1 2021 and has held it in 10 quarters since. The position peaked at $6.44M in Q2 2021. 131 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Belpointe Asset Management held 5,261 shares of iShares US Consumer Staples ETF worth $382K as of Q2 2026.
iShares US Consumer Staples ETF was a new Belpointe Asset Management position in Q2 2026.
iShares US Consumer Staples ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #814 holding.
Belpointe Asset Management first reported a position in iShares US Consumer Staples ETF in Q1 2021 and has held it in 10 quarters since.
Belpointe Asset Management's iShares US Consumer Staples ETF position peaked at $6.44M in Q2 2021.
131 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.