CBIZ Investment Advisory Services’s iShares US Consumer Staples ETF IYK Stock Holding History

CBIZ Investment Advisory Services’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	$7.56K	Hold	108	–	–	﹤0.01%	182
2026 Q1	$7.56K	Hold	108	–	–	﹤0.01%	182
2025 Q4	$7.21K	Buy	108 +1	+0.9%	+$68	﹤0.01%	444
2025 Q3	$7.33K	Hold	107	–	–	﹤0.01%	393
2025 Q2	$7.53K	Hold	107	–	–	﹤0.01%	391
2025 Q1	$7.62K	Buy	+107	New	+$7.27K	﹤0.01%	350

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

CBIZ Investment Advisory Services's IYK Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its iShares US Consumer Staples ETF (IYK) position steady in Q2 2026 at 108 shares worth $7.56K. The position accounts for ﹤0.01% of the portfolio, ranked #182.

CBIZ Investment Advisory Services first reported a position in IYK in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.62K in Q1 2025. 288 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

CBIZ Investment Advisory Services held 108 shares of iShares US Consumer Staples ETF worth $7.56K as of Q2 2026.
CBIZ Investment Advisory Services left its iShares US Consumer Staples ETF share count unchanged in Q2 2026.
iShares US Consumer Staples ETF made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #182 holding.
CBIZ Investment Advisory Services first reported a position in iShares US Consumer Staples ETF in Q1 2025 and has held it in 6 quarters since.
CBIZ Investment Advisory Services's iShares US Consumer Staples ETF position peaked at $7.62K in Q1 2025.
288 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.