Covestor’s iShares US Consumer Staples ETF IYK Stock Holding History

Covestor’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	$2K	Hold	30	–	–	﹤0.01%	1976
2026 Q1	$2K	Hold	30	–	–	﹤0.01%	1950
2025 Q4	$2K	Hold	30	–	–	﹤0.01%	1927
2025 Q3	$2K	Hold	30	–	–	﹤0.01%	1956
2025 Q2	$2K	Hold	30	–	–	﹤0.01%	1854
2025 Q1	$2K	Hold	30	–	–	﹤0.01%	1853
2024 Q4	$2K	Hold	30	–	–	﹤0.01%	1892
2024 Q3	$2K	Hold	30	–	–	﹤0.01%	1829
2024 Q2	$2K	Hold	30	–	–	﹤0.01%	1862
2024 Q1	$2K	Hold	30	–	–	﹤0.01%	1857
2023 Q4	$2K	Hold	30	–	–	﹤0.01%	1860
2023 Q3	$2K	Hold	30	–	–	﹤0.01%	1825
2023 Q2	$2K	Hold	30	–	–	﹤0.01%	1840
2023 Q1	$2K	Buy	+30	New	+$1.96K	﹤0.01%	1764

Other funds holding IYK

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

KCFA

Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

WealthSpring Partners Long Beach, California $116M AUM

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Covestor's IYK Position: Q2 2026 in Review

Covestor held its iShares US Consumer Staples ETF (IYK) position steady in Q2 2026 at 30 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1976.

Covestor first reported a position in IYK in Q1 2023 and has held it in 14 quarters since. 206 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Covestor held 30 shares of iShares US Consumer Staples ETF worth $2K as of Q2 2026.
Covestor left its iShares US Consumer Staples ETF share count unchanged in Q2 2026.
iShares US Consumer Staples ETF made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #1976 holding.
Covestor first reported a position in iShares US Consumer Staples ETF in Q1 2023 and has held it in 14 quarters since.
206 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.