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

Evoke Wealth’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	-3,126	Closed	-$219K	–	344
2026 Q1	$219K	Hold	3,126	–	–	﹤0.01%	636
2025 Q4	$209K	Buy	+3,126	New	+$212K	﹤0.01%	622

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

Evoke Wealth's IYK Position: Q2 2026 in Review

Evoke Wealth sold out of iShares US Consumer Staples ETF (IYK) in Q2 2026, closing a stake of 3,126 shares — an estimated $219K sold.

Evoke Wealth first reported a position in IYK in Q4 2025 and held it in 2 quarters. The position peaked at $219K in Q1 2026. 287 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Evoke Wealth reported no remaining iShares US Consumer Staples ETF position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 3,126 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $219K.
Evoke Wealth first reported a position in iShares US Consumer Staples ETF in Q4 2025 and held it in 2 quarters.
Evoke Wealth's iShares US Consumer Staples ETF position peaked at $219K in Q1 2026.
287 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.