Clearstead Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

Clearstead Advisors’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	$147K	Buy	2,021 +11	+0.5%	+$786	﹤0.01%	1153
2026 Q1	$141K	Buy	2,010 +10	+0.5%	+$719	﹤0.01%	1066
2025 Q4	$134K	Buy	2,000 +340	+20%	+$23.1K	﹤0.01%	1036
2025 Q3	$114K	Buy	1,660 +11	+0.7%	+$768	﹤0.01%	1011
2025 Q2	$116K	Sell	1,649 -482	-23%	-$33.9K	﹤0.01%	1021
2025 Q1	$152K	Buy	2,131 +9	+0.4%	+$611	﹤0.01%	890
2024 Q4	$139K	Buy	2,122 +16	+0.8%	+$1.1K	﹤0.01%	939
2024 Q3	$149K	Buy	2,106 +16	+0.8%	+$1.1K	﹤0.01%	934
2024 Q2	$137K	Buy	2,090 +13	+0.6%	+$864	﹤0.01%	926
2024 Q1	$141K	Buy	2,077 +7	+0.3%	+$456	0.01%	527
2023 Q4	$132K	Buy	2,070 +39	+2%	+$2.43K	0.01%	526
2023 Q3	$126K	Hold	2,031	–	–	0.01%	507
2023 Q2	$136K	Buy	2,031 +9	+0.4%	+$604	0.01%	505
2023 Q1	$134K	Buy	2,022 +9	+0.4%	+$589	0.01%	455
2022 Q4	$136K	Buy	+2,013	New	+$132K	0.01%	439

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

Clearstead Advisors's IYK Position: Q2 2026 in Review

Clearstead Advisors increased its iShares US Consumer Staples ETF (IYK) stake by 0.55% in Q2 2026, buying an estimated $786 and bringing the position to 2,021 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #1153.

Clearstead Advisors first reported a position in IYK in Q4 2022 and has held it in 15 quarters since. The position peaked at $152K in Q1 2025. 287 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Clearstead Advisors held 2,021 shares of iShares US Consumer Staples ETF worth $147K as of Q2 2026.
Clearstead Advisors bought 11 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $786.
iShares US Consumer Staples ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1153 holding.
Clearstead Advisors first reported a position in iShares US Consumer Staples ETF in Q4 2022 and has held it in 15 quarters since.
Clearstead Advisors's iShares US Consumer Staples ETF position peaked at $152K in Q1 2025.
287 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.