Evoke Wealth
IYK icon

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

Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PGIM Custom Harvest
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. 290 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.
  • 290 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.