Blue Trust Inc’s iShares US Consumer Staples ETF IYK Stock Holding History

Blue Trust Inc’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	–	Sell	-75	Closed	-$5.25K	–	2560
2026 Q1	$5.25K	Sell	75 -9	-11%	-$647	﹤0.01%	1977
2025 Q4	$5.62K	Sell	84 -78	-48%	-$5.29K	﹤0.01%	1975
2025 Q3	$11K	Buy	162 +87	+116%	+$6.07K	﹤0.01%	1840
2025 Q2	$5.29K	Hold	75	–	–	﹤0.01%	1993
2025 Q1	$5.37K	Hold	75	–	–	﹤0.01%	2092
2024 Q4	$4.92K	Hold	75	–	–	﹤0.01%	2088
2024 Q3	$4.93K	Hold	75	–	–	﹤0.01%	2405
2024 Q2	$5.07K	Hold	75	–	–	﹤0.01%	2199
2024 Q1	$5.07K	Sell	75 -2,127	-97%	-$139K	﹤0.01%	1643
2023 Q4	$137K	Buy	2,202 +2,127	+2,836%	+$132K	﹤0.01%	566
2023 Q3	$5K	Sell	75 -93	-55%	-$6.14K	﹤0.01%	1637
2023 Q2	$11K	Buy	+168	New	+$11.3K	﹤0.01%	1277
2023 Q1	–	Sell	-810	Closed	-$49K	–	2468
2022 Q4	$49K	Buy	+810	New	+$53.3K	﹤0.01%	924

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

Blue Trust Inc's IYK Position: Q2 2026 in Review

Blue Trust Inc sold out of iShares US Consumer Staples ETF (IYK) in Q2 2026, closing a stake of 75 shares — an estimated $5.25K sold.

Blue Trust Inc first reported a position in IYK in Q4 2022 and held it in 13 quarters. The position peaked at $137K in Q4 2023. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Blue Trust Inc reported no remaining iShares US Consumer Staples ETF position as of Q2 2026 after selling out during the quarter.
Blue Trust Inc sold 75 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $5.25K.
Blue Trust Inc first reported a position in iShares US Consumer Staples ETF in Q4 2022 and held it in 13 quarters.
Blue Trust Inc's iShares US Consumer Staples ETF position peaked at $137K in Q4 2023.
286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.