Evermay Wealth Management
IYK icon

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

Evermay 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
Q3 		$2.97K Hold
42
– – ﹤0.01% 558
2026
Q2 		$3.05K Hold
42
– – ﹤0.01% 580
2026
Q1 		$2.94K Buy
+42
New +$3.02K ﹤0.01% 532

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Evermay Wealth Management's IYK Position: Q3 2026 in Review

Evermay Wealth Management held its iShares US Consumer Staples ETF (IYK) position steady in Q3 2026 at 42 shares worth $2.97K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Evermay Wealth Management first reported a position in IYK in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.05K in Q2 2026. 192 funds tracked by Wall St. Rank hold IYK as of Q3 2026.

  • Evermay Wealth Management held 42 shares of iShares US Consumer Staples ETF worth $2.97K as of Q3 2026.
  • Evermay Wealth Management left its iShares US Consumer Staples ETF share count unchanged in Q3 2026.
  • iShares US Consumer Staples ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #558 holding.
  • Evermay Wealth Management first reported a position in iShares US Consumer Staples ETF in Q1 2026 and has held it in 3 quarters since.
  • Evermay Wealth Management's iShares US Consumer Staples ETF position peaked at $3.05K in Q2 2026.
  • 192 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.