Diversified Enterprises’s iShares US Consumer Staples ETF IYK Stock Holding History

Diversified Enterprises’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	$240K	Buy	3,297 +2	+0.1%	+$143	0.01%	375
2026 Q1	$231K	Buy	3,295 +1	+0%	+$72	0.01%	373
2025 Q4	$220K	Buy	3,294 +3	+0.1%	+$204	0.01%	359
2025 Q3	$225K	Buy	3,291 +2	+0.1%	+$140	0.02%	289
2025 Q2	$232K	Buy	3,289 +1	+0%	+$70	0.02%	277
2025 Q1	$235K	Buy	3,288 +1	+0%	+$68	0.02%	274
2024 Q4	$216K	Buy	3,287 +3	+0.1%	+$206	0.02%	223
2024 Q3	$232K	Buy	+3,284	New	+$226K	0.03%	211

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

Diversified Enterprises's IYK Position: Q2 2026 in Review

Diversified Enterprises increased its iShares US Consumer Staples ETF (IYK) stake by 0.06% in Q2 2026, buying an estimated $143 and bringing the position to 3,297 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #375.

Diversified Enterprises first reported a position in IYK in Q3 2024 and has held it in 8 quarters since. 288 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Diversified Enterprises held 3,297 shares of iShares US Consumer Staples ETF worth $240K as of Q2 2026.
Diversified Enterprises bought 2 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $143.
iShares US Consumer Staples ETF made up 0.01% of Diversified Enterprises's portfolio in Q2 2026, its #375 holding.
Diversified Enterprises first reported a position in iShares US Consumer Staples ETF in Q3 2024 and has held it in 8 quarters since.
288 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.