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

EverSource 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 		$9.95K Hold
137
– – ﹤0.01% 2917
2026
Q1 		$9.59K Buy
+137
New +$9.85K ﹤0.01% 2939

Other funds holding IYK

SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
WP
WealthSpring Partners Long Beach, California $116M AUM
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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

EverSource Wealth Advisors held its iShares US Consumer Staples ETF (IYK) position steady in Q2 2026 at 137 shares worth $9.95K. The position accounts for ﹤0.01% of the portfolio, ranked #2917.

EverSource Wealth Advisors first reported a position in IYK in Q1 2026 and has held it in 2 quarters since. 165 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

  • EverSource Wealth Advisors held 137 shares of iShares US Consumer Staples ETF worth $9.95K as of Q2 2026.
  • EverSource Wealth Advisors left its iShares US Consumer Staples ETF share count unchanged in Q2 2026.
  • iShares US Consumer Staples ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2917 holding.
  • EverSource Wealth Advisors first reported a position in iShares US Consumer Staples ETF in Q1 2026 and has held it in 2 quarters since.
  • 165 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.