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

Empirical 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	$244K	Sell	3,364 -242	-7%	-$17.3K	﹤0.01%	948
2026 Q1	$253K	Hold	3,606	–	–	﹤0.01%	863
2025 Q4	$241K	Sell	3,606 -539	-13%	-$36.6K	﹤0.01%	790
2025 Q3	$283K	Hold	4,145	–	–	0.01%	629
2025 Q2	$292K	Sell	4,145 -348	-8%	-$24.5K	0.01%	543
2025 Q1	$322K	Sell	4,493 -181	-4%	-$12.3K	0.01%	500
2024 Q4	$307K	Hold	4,674	–	–	0.01%	496
2024 Q3	$330K	Sell	4,674 -60	-1%	-$4.14K	0.01%	452
2024 Q2	$311K	Sell	4,734 -33	-0.7%	-$2.19K	0.01%	453
2024 Q1	$322K	Sell	4,767 -30	-0.6%	-$1.96K	0.01%	426
2023 Q4	$307K	Hold	4,797	–	–	0.01%	395
2023 Q3	$298K	Hold	4,797	–	–	0.01%	369
2023 Q2	$320K	Hold	4,797	–	–	0.01%	361
2023 Q1	$319K	Hold	4,797	–	–	0.01%	387
2022 Q4	$324K	Hold	4,797	–	–	0.02%	370
2022 Q3	$288K	Hold	4,797	–	–	0.02%	383
2022 Q2	$312K	Hold	4,797	–	–	0.02%	379
2022 Q1	$320K	Hold	4,797	–	–	0.02%	395
2021 Q4	$320K	Hold	4,797	–	–	0.02%	410
2021 Q3	$287K	Hold	4,797	–	–	0.02%	382
2021 Q2	$294K	Hold	4,797	–	–	0.02%	372
2021 Q1	$283K	Hold	4,797	–	–	0.02%	333
2020 Q4	$277K	Hold	4,797	–	–	0.02%	308
2020 Q3	$239K	Sell	4,797 -330	-6%	-$15.7K	0.02%	303
2020 Q2	$218K	Buy	+5,127	New	+$207K	0.02%	305

Other funds holding IYK

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CWA

Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

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

Empirical Wealth Management reduced its iShares US Consumer Staples ETF (IYK) stake by 6.7% in Q2 2026, selling an estimated $17.3K and leaving 3,364 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #948.

Empirical Wealth Management first reported a position in IYK in Q2 2020 and has held it in 25 quarters since. The position peaked at $330K in Q3 2024. 135 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Empirical Wealth Management held 3,364 shares of iShares US Consumer Staples ETF worth $244K as of Q2 2026.
Empirical Wealth Management sold 242 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $17.3K.
iShares US Consumer Staples ETF made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #948 holding.
Empirical Wealth Management first reported a position in iShares US Consumer Staples ETF in Q2 2020 and has held it in 25 quarters since.
Empirical Wealth Management's iShares US Consumer Staples ETF position peaked at $330K in Q3 2024.
135 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.