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 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 $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

Diversified Enterprises's IYK Position: Q1 2026 in Review

Diversified Enterprises increased its iShares US Consumer Staples ETF (IYK) stake by 0.03% in Q1 2026, buying an estimated $72 and bringing the position to 3,295 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #373.

Diversified Enterprises first reported a position in IYK in Q3 2024 and has held it in 7 quarters since. The position peaked at $235K in Q1 2025. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

Diversified Enterprises held 3,295 shares of iShares US Consumer Staples ETF worth $231K as of Q1 2026.
Diversified Enterprises bought 1 iShares US Consumer Staples ETF share in Q1 2026, an estimated $72.
iShares US Consumer Staples ETF made up 0.01% of Diversified Enterprises's portfolio in Q1 2026, its #373 holding.
Diversified Enterprises first reported a position in iShares US Consumer Staples ETF in Q3 2024 and has held it in 7 quarters since.
Diversified Enterprises's iShares US Consumer Staples ETF position peaked at $235K in Q1 2025.
290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Diversified Enterprises's 13F filing for Q1 2026, filed 15 May 2026.