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

Concord Wealth 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 Q2	$7.19K	Buy	+99	New	+$7.08K	﹤0.01%	615
2026 Q1	–	Sell	-144	Closed	-$9.64K	–	509
2025 Q4	$9.64K	Buy	+144	New	+$9.77K	﹤0.01%	546
2023 Q3	–	Sell	-8,754	Closed	-$584K	–	1058
2023 Q2	$584K	Sell	8,754 -99	-1%	-$6.64K	0.13%	100
2023 Q1	$588K	Hold	8,853	–	–	0.17%	78
2022 Q4	$598K	Sell	8,853 -861	-9%	-$56.7K	0.18%	77
2022 Q3	$582K	Hold	9,714	–	–	0.18%	78
2022 Q2	$631K	Hold	9,714	–	–	0.17%	82
2022 Q1	$649K	Sell	9,714 -945	-9%	-$63K	0.17%	81
2021 Q4	$711K	Buy	10,659 +9,762	+1,088%	+$612K	0.17%	74
2021 Q3	$54K	Sell	897 -9,681	-92%	-$596K	0.02%	202
2021 Q2	$648K	Sell	10,578 -1,356	-11%	-$81.5K	0.19%	52
2021 Q1	$704K	Sell	11,934 -19,443	-62%	-$1.14M	0.24%	40
2020 Q4	$1.81M	Buy	+31,377	New	+$1.66M	1.4%	10

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

Concord Wealth Partners's IYK Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShares US Consumer Staples ETF (IYK) in Q2 2026: 99 shares worth $7.19K. The stake represents ﹤0.01% of the portfolio and ranks #615 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in IYK as recently as Q4 2025.

Concord Wealth Partners first reported a position in IYK in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.81M in Q4 2020. 287 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Concord Wealth Partners held 99 shares of iShares US Consumer Staples ETF worth $7.19K as of Q2 2026.
iShares US Consumer Staples ETF was a new Concord Wealth Partners position in Q2 2026.
iShares US Consumer Staples ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #615 holding.
Concord Wealth Partners first reported a position in iShares US Consumer Staples ETF in Q4 2020 and has held it in 13 quarters since.
Concord Wealth Partners's iShares US Consumer Staples ETF position peaked at $1.81M in Q4 2020.
287 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.