Envision Financial Transparency’s iShares US Consumer Staples ETF IYK Stock Holding History

Envision Financial Transparency’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	$1.3M	Buy	+18,641	New	+$1.34M	1.27%	17

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

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envision Financial Transparency's IYK Position: Q1 2026 in Review

Envision Financial Transparency opened a new position in iShares US Consumer Staples ETF (IYK) in Q1 2026: 18,641 shares worth $1.3M. The stake represents 1.27% of the portfolio and ranks #17 among its holdings.

290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

Envision Financial Transparency held 18,641 shares of iShares US Consumer Staples ETF worth $1.3M as of Q1 2026.
iShares US Consumer Staples ETF was a new Envision Financial Transparency position in Q1 2026.
iShares US Consumer Staples ETF made up 1.27% of Envision Financial Transparency's portfolio in Q1 2026, its #17 holding.
290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Envision Financial Transparency's 13F filing for Q1 2026, filed 13 May 2026.