Cerity Partners’s iShares US Consumer Staples ETF IYK Stock Holding History

Cerity Partners’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 Q1	$304K	Sell	4,339 -140	-3%	-$10.1K	﹤0.01%	2602
2025 Q4	$300K	Sell	4,479 -283	-6%	-$19.2K	﹤0.01%	2413
2025 Q3	$326K	Sell	4,762 -1,814	-28%	-$127K	﹤0.01%	2220
2025 Q2	$463K	Sell	6,576 -39	-0.6%	-$2.75K	﹤0.01%	1907
2025 Q1	$473K	Sell	6,615 -570	-8%	-$38.7K	﹤0.01%	1783
2024 Q4	$471K	Buy	7,185 +468	+7%	+$32.1K	﹤0.01%	1797
2024 Q3	$474K	Buy	6,717 +3,101	+86%	+$214K	﹤0.01%	1801
2024 Q2	$238K	Sell	3,616 -706	-16%	-$46.9K	﹤0.01%	1936
2024 Q1	$292K	Sell	4,322 -181	-4%	-$11.8K	﹤0.01%	1881
2023 Q4	$288K	Buy	+4,503	New	+$280K	﹤0.01%	1542
2023 Q3	–	Sell	-16,053	Closed	-$1.07M	–	1555
2023 Q2	$1.07M	Buy	16,053 +1,062	+7%	+$71.3K	﹤0.01%	903
2023 Q1	$995K	Buy	14,991 +5,355	+56%	+$350K	﹤0.01%	976
2022 Q4	$651K	Sell	9,636 -72	-0.7%	-$4.74K	﹤0.01%	830
2022 Q3	$582K	Buy	+9,708	New	+$638K	0.01%	656

Other funds holding IYK

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cerity Partners's IYK Position: Q1 2026 in Review

Cerity Partners reduced its iShares US Consumer Staples ETF (IYK) stake by 3.1% in Q1 2026, selling an estimated $10.1K and leaving 4,339 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #2602.

Cerity Partners first reported a position in IYK in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.07M in Q2 2023. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

Cerity Partners held 4,339 shares of iShares US Consumer Staples ETF worth $304K as of Q1 2026.
Cerity Partners sold 140 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $10.1K.
iShares US Consumer Staples ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2602 holding.
Cerity Partners first reported a position in iShares US Consumer Staples ETF in Q3 2022 and has held it in 14 quarters since.
Cerity Partners's iShares US Consumer Staples ETF position peaked at $1.07M in Q2 2023.
290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.