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

EPG 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 Q1	$3.15K	Hold	45	–	–	﹤0.01%	310
2025 Q4	$3.01K	Hold	45	–	–	﹤0.01%	305
2025 Q3	$3.08K	Hold	45	–	–	﹤0.01%	305
2025 Q2	$3.17K	Hold	45	–	–	﹤0.01%	301
2025 Q1	$3.22K	Hold	45	–	–	﹤0.01%	405
2024 Q4	$2.95K	Hold	45	–	–	﹤0.01%	410
2024 Q3	$3.18K	Buy	+45	New	+$3.1K	﹤0.01%	405
2024 Q2	–	Sell	-45	Closed	-$2.99K	–	427
2024 Q1	$3.04K	Hold	45	–	–	﹤0.01%	426
2023 Q4	$2.89K	Hold	45	–	–	﹤0.01%	406
2023 Q3	$2.8K	Hold	45	–	–	﹤0.01%	401
2023 Q2	$3K	Hold	45	–	–	﹤0.01%	394
2023 Q1	$2.99K	Hold	45	–	–	﹤0.01%	397
2022 Q4	$3.04K	Hold	45	–	–	﹤0.01%	359
2022 Q3	$3K	Buy	+45	New	+$2.96K	﹤0.01%	366
2022 Q2	–	Sell	-45	Closed	-$3K	–	315
2022 Q1	$3K	Hold	45	–	–	﹤0.01%	381
2021 Q4	$3K	Hold	45	–	–	﹤0.01%	385
2021 Q3	$3K	Buy	+45	New	+$2.77K	﹤0.01%	361
2020 Q2	–	Sell	-117	Closed	-$5K	–	469
2020 Q1	$5K	Buy	117 +72	+160%	+$3.05K	﹤0.01%	593
2019 Q4	$2K	Buy	+45	New	+$1.92K	﹤0.01%	605

Other funds holding IYK

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

EPG Wealth Management's IYK Position: Q1 2026 in Review

EPG Wealth Management held its iShares US Consumer Staples ETF (IYK) position steady in Q1 2026 at 45 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

EPG Wealth Management first reported a position in IYK in Q4 2019 and has held it in 19 quarters since. The position peaked at $5K in Q1 2020. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

EPG Wealth Management held 45 shares of iShares US Consumer Staples ETF worth $3.15K as of Q1 2026.
EPG Wealth Management left its iShares US Consumer Staples ETF share count unchanged in Q1 2026.
iShares US Consumer Staples ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q1 2026, its #310 holding.
EPG Wealth Management first reported a position in iShares US Consumer Staples ETF in Q4 2019 and has held it in 19 quarters since.
EPG Wealth Management's iShares US Consumer Staples ETF position peaked at $5K in Q1 2020.
290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.