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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
Q2 		– Sell
-18,641
Closed -$1.3M – 75
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
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

Envision Financial Transparency's IYK Position: Q2 2026 in Review

Envision Financial Transparency sold out of iShares US Consumer Staples ETF (IYK) in Q2 2026, closing a stake of 18,641 shares — an estimated $1.3M sold.

Envision Financial Transparency first reported a position in IYK in Q1 2026 and held it in 1 quarter. The position peaked at $1.3M in Q1 2026. 288 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

  • Envision Financial Transparency reported no remaining iShares US Consumer Staples ETF position as of Q2 2026 after selling out during the quarter.
  • Envision Financial Transparency sold 18,641 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $1.3M.
  • Envision Financial Transparency first reported a position in iShares US Consumer Staples ETF in Q1 2026 and held it in 1 quarter.
  • Envision Financial Transparency's iShares US Consumer Staples ETF position peaked at $1.3M in Q1 2026.
  • 288 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Envision Financial Transparency's 13F filing for Q2 2026, filed 21 Aug 2026.