EP Wealth Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

EP Wealth Advisors’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	$102K	Buy	+1,406	New	+$100K	﹤0.01%	1667
2025 Q2	$203K	Buy	2,885 +872	+43%	+$61.4K	﹤0.01%	1249
2025 Q1	$144K	Sell	2,013 -523	-21%	-$35.5K	﹤0.01%	1196
2024 Q4	$166K	Buy	2,536 +851	+51%	+$58.5K	﹤0.01%	1120
2024 Q3	$119K	Buy	1,685 +104	+7%	+$7.17K	﹤0.01%	1124
2024 Q2	$104K	Sell	1,581 -192	-11%	-$12.8K	﹤0.01%	829
2024 Q1	$120K	Sell	1,773 -18	-1%	-$1.17K	﹤0.01%	789
2023 Q4	$114K	Sell	1,791 -2,229	-55%	-$139K	﹤0.01%	779
2023 Q3	$250K	Buy	+4,020	New	+$266K	﹤0.01%	602
2022 Q3	–	Sell	-3,465	Closed	-$225K	–	485
2022 Q2	$225K	Buy	+3,465	New	+$233K	0.01%	544

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

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

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

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

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

EP Wealth Advisors's IYK Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in iShares US Consumer Staples ETF (IYK) in Q2 2026: 1,406 shares worth $102K. The stake represents ﹤0.01% of the portfolio and ranks #1667 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in IYK as recently as Q2 2025.

EP Wealth Advisors first reported a position in IYK in Q2 2022 and has held it in 10 quarters since. The position peaked at $250K in Q3 2023. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

EP Wealth Advisors held 1,406 shares of iShares US Consumer Staples ETF worth $102K as of Q2 2026.
iShares US Consumer Staples ETF was a new EP Wealth Advisors position in Q2 2026.
iShares US Consumer Staples ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1667 holding.
EP Wealth Advisors first reported a position in iShares US Consumer Staples ETF in Q2 2022 and has held it in 10 quarters since.
EP Wealth Advisors's iShares US Consumer Staples ETF position peaked at $250K in Q3 2023.
286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.