Brown Advisory’s iShares US Consumer Staples ETF IYK Stock Holding History

Brown Advisory’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	$767K	Sell	10,561 -930	-8%	-$66.5K	﹤0.01%	1005
2026 Q1	$805K	Hold	11,491	–	–	﹤0.01%	910
2025 Q4	$769K	Buy	11,491 +145	+1%	+$9.84K	﹤0.01%	925
2025 Q3	$776K	Hold	11,346	–	–	﹤0.01%	903
2025 Q2	$800K	Hold	11,346	–	–	﹤0.01%	861
2025 Q1	$812K	Buy	+11,346	New	+$770K	﹤0.01%	832

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

Brown Advisory's IYK Position: Q2 2026 in Review

Brown Advisory reduced its iShares US Consumer Staples ETF (IYK) stake by 8.1% in Q2 2026, selling an estimated $66.5K and leaving 10,561 shares worth $767K. The position accounts for ﹤0.01% of the portfolio, ranked #1005.

Brown Advisory first reported a position in IYK in Q1 2025 and has held it in 6 quarters since. The position peaked at $812K in Q1 2025. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Brown Advisory held 10,561 shares of iShares US Consumer Staples ETF worth $767K as of Q2 2026.
Brown Advisory sold 930 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $66.5K.
iShares US Consumer Staples ETF made up ﹤0.01% of Brown Advisory's portfolio in Q2 2026, its #1005 holding.
Brown Advisory first reported a position in iShares US Consumer Staples ETF in Q1 2025 and has held it in 6 quarters since.
Brown Advisory's iShares US Consumer Staples ETF position peaked at $812K in Q1 2025.
286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.