Brookstone Capital Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Brookstone Capital 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	$376K	Sell	5,180 -467	-8%	-$33.4K	﹤0.01%	1018
2026 Q1	$395K	Buy	5,647 +1,929	+52%	+$139K	﹤0.01%	946
2025 Q4	$249K	Sell	3,718 -516	-12%	-$35K	﹤0.01%	1047
2025 Q3	$290K	Sell	4,234 -480	-10%	-$33.5K	﹤0.01%	985
2025 Q2	$332K	Buy	4,714 +1,080	+30%	+$76.1K	﹤0.01%	859
2025 Q1	$260K	Sell	3,634 -1,614	-31%	-$110K	﹤0.01%	900
2024 Q4	$344K	Buy	5,248 +436	+9%	+$30K	0.01%	788
2024 Q3	$340K	Buy	4,812 +254	+6%	+$17.5K	0.01%	797
2024 Q2	$309K	Sell	4,558 -33	-0.7%	-$2.19K	0.01%	780
2024 Q1	$310K	Sell	4,591 -869	-16%	-$56.6K	0.01%	754
2023 Q4	$349K	Sell	5,460 -762	-12%	-$47.4K	0.01%	669
2023 Q3	$379K	Sell	6,222 -102	-2%	-$6.74K	0.01%	634
2023 Q2	$419K	Sell	6,324 -1,707	-21%	-$115K	0.01%	623
2023 Q1	$542K	Sell	8,031 -16,932	-68%	-$1.11M	0.01%	569
2022 Q4	$1.7M	Sell	24,963 -45,156	-64%	-$2.97M	0.03%	336
2022 Q3	$4.26M	Sell	70,119 -5,637	-7%	-$370K	0.1%	190
2022 Q2	$4.95M	Sell	75,756 -9,570	-11%	-$643K	0.11%	174
2022 Q1	$5.91M	Buy	85,326 +77,343	+969%	+$5.15M	0.12%	171
2021 Q4	$540K	Buy	+7,983	New	+$500K	0.01%	503
2021 Q2	–	Sell	-195,219	Closed	-$11.5M	–	732
2021 Q1	$11.5M	Buy	195,219 +85,002	+77%	+$4.98M	0.44%	57
2020 Q4	$6.37M	Buy	110,217 +29,091	+36%	+$1.54M	0.25%	84
2020 Q3	$4.04M	Buy	+81,126	New	+$3.87M	0.19%	84

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

Brookstone Capital Management's IYK Position: Q2 2026 in Review

Brookstone Capital Management reduced its iShares US Consumer Staples ETF (IYK) stake by 8.3% in Q2 2026, selling an estimated $33.4K and leaving 5,180 shares worth $376K. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

Brookstone Capital Management first reported a position in IYK in Q3 2020 and has held it in 22 quarters since. The position peaked at $11.5M in Q1 2021. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Brookstone Capital Management held 5,180 shares of iShares US Consumer Staples ETF worth $376K as of Q2 2026.
Brookstone Capital Management sold 467 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $33.4K.
iShares US Consumer Staples ETF made up ﹤0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #1018 holding.
Brookstone Capital Management first reported a position in iShares US Consumer Staples ETF in Q3 2020 and has held it in 22 quarters since.
Brookstone Capital Management's iShares US Consumer Staples ETF position peaked at $11.5M in Q1 2021.
286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.