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Dynasty Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Dynasty Wealth Management’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 		$126M Sell
1,740,483
-388,343
-18% -$27.8M 0.94% 29
2026
Q1 		$149M Buy
+2,128,826
New +$153M 1.3% 24

Other funds holding IYK

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Dynasty Wealth Management's IYK Position: Q2 2026 in Review

Dynasty Wealth Management reduced its iShares US Consumer Staples ETF (IYK) stake by 18% in Q2 2026, selling an estimated $27.8M and leaving 1,740,483 shares worth $126M. The position accounts for 0.94% of the portfolio, ranked #29.

Dynasty Wealth Management first reported a position in IYK in Q1 2026 and has held it in 2 quarters since. The position peaked at $149M in Q1 2026. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

  • Dynasty Wealth Management held 1,740,483 shares of iShares US Consumer Staples ETF worth $126M as of Q2 2026.
  • Dynasty Wealth Management sold 388,343 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $27.8M.
  • iShares US Consumer Staples ETF made up 0.94% of Dynasty Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Dynasty Wealth Management first reported a position in iShares US Consumer Staples ETF in Q1 2026 and has held it in 2 quarters since.
  • Dynasty Wealth Management's iShares US Consumer Staples ETF position peaked at $149M in Q1 2026.
  • 286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.