Ferguson Wellman Capital Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Ferguson Wellman Capital 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 Q2	$428K	Sell	5,885 -400	-6%	-$28.6K	0.01%	329
2026 Q1	$440K	Sell	6,285 -224	-3%	-$16.1K	0.01%	303
2025 Q4	$436K	Buy	6,509 +224	+4%	+$15.2K	0.01%	266
2025 Q3	$430K	Hold	6,285	–	–	0.01%	266
2025 Q2	$443K	Hold	6,285	–	–	0.01%	254
2025 Q1	$450K	Hold	6,285	–	–	0.01%	253
2024 Q4	$412K	Hold	6,285	–	–	0.01%	264
2024 Q3	$444K	Hold	6,285	–	–	0.01%	261
2024 Q2	$413K	Hold	6,285	–	–	0.01%	266
2024 Q1	$425K	Sell	6,285 -90	-1%	-$5.87K	0.01%	269
2023 Q4	$407K	Hold	6,375	–	–	0.01%	274
2023 Q3	$396K	Sell	6,375 -120	-2%	-$7.93K	0.01%	258
2023 Q2	$434K	Hold	6,495	–	–	0.01%	265
2023 Q1	$431K	Hold	6,495	–	–	0.01%	264
2022 Q4	$439K	Buy	6,495 +450	+7%	+$29.6K	0.01%	262
2022 Q3	$362K	Hold	6,045	–	–	0.01%	243
2022 Q2	$393K	Sell	6,045 -165	-3%	-$11.1K	0.01%	243
2022 Q1	$415K	Hold	6,210	–	–	0.01%	256
2021 Q4	$414K	Sell	6,210 -480	-7%	-$30.1K	0.01%	259
2021 Q3	$400K	Hold	6,690	–	–	0.01%	266
2021 Q2	$410K	Hold	6,690	–	–	0.01%	257
2021 Q1	$395K	Hold	6,690	–	–	0.01%	254
2020 Q4	$387K	Sell	6,690 -480	-7%	-$25.5K	0.01%	301
2020 Q3	$357K	Hold	7,170	–	–	0.01%	292
2020 Q2	$305K	Hold	7,170	–	–	0.01%	286
2020 Q1	$259K	Sell	7,170 -5,160	-42%	-$219K	0.01%	277
2019 Q4	$547K	Hold	12,330	–	–	0.02%	261
2019 Q3	$520K	Hold	12,330	–	–	0.02%	261
2019 Q2	$499K	Sell	12,330 -7,260	-37%	-$293K	0.02%	247
2019 Q1	$780K	Sell	19,590 -600	-3%	-$22.9K	0.03%	217
2018 Q4	$716K	Buy	+20,190	New	+$771K	0.03%	220

Other funds holding IYK

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KCFA

Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

CWA

Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

SLP

Storen Legacy Partners Zionsville, Indiana $367M AUM

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

PWM

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

Ferguson Wellman Capital Management's IYK Position: Q2 2026 in Review

Ferguson Wellman Capital Management reduced its iShares US Consumer Staples ETF (IYK) stake by 6.4% in Q2 2026, selling an estimated $28.6K and leaving 5,885 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #329.

Ferguson Wellman Capital Management first reported a position in IYK in Q4 2018 and has held it in 31 quarters since. The position peaked at $780K in Q1 2019. 92 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Ferguson Wellman Capital Management held 5,885 shares of iShares US Consumer Staples ETF worth $428K as of Q2 2026.
Ferguson Wellman Capital Management sold 400 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $28.6K.
iShares US Consumer Staples ETF made up 0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #329 holding.
Ferguson Wellman Capital Management first reported a position in iShares US Consumer Staples ETF in Q4 2018 and has held it in 31 quarters since.
Ferguson Wellman Capital Management's iShares US Consumer Staples ETF position peaked at $780K in Q1 2019.
92 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.