Fortis Group Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

Fortis Group 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	$9.15K	Hold	126	–	–	﹤0.01%	395
2026 Q1	$8.82K	Hold	126	–	–	﹤0.01%	395
2025 Q4	$8.43K	Hold	126	–	–	﹤0.01%	394
2025 Q3	$8.62K	Hold	126	–	–	﹤0.01%	353
2025 Q2	$8.88K	Hold	126	–	–	﹤0.01%	337
2025 Q1	$9.02K	Sell	126 -126	-50%	-$8.56K	﹤0.01%	308
2024 Q4	$16.5K	Hold	252	–	–	﹤0.01%	271
2024 Q3	$17.8K	Hold	252	–	–	﹤0.01%	254
2024 Q2	$16.6K	Hold	252	–	–	﹤0.01%	249
2024 Q1	$17K	Sell	252 -252	-50%	-$16.4K	﹤0.01%	269
2023 Q4	$32.2K	Buy	504 +252	+100%	+$15.7K	0.01%	195
2023 Q3	$15.7K	Buy	+252	New	+$16.6K	﹤0.01%	191
2020 Q3	$12K	Buy	+252	New	+$12K	﹤0.01%	273

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

Fortis Group Advisors's IYK Position: Q2 2026 in Review

Fortis Group Advisors held its iShares US Consumer Staples ETF (IYK) position steady in Q2 2026 at 126 shares worth $9.15K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Fortis Group Advisors first reported a position in IYK in Q3 2020 and has held it in 13 quarters since. The position peaked at $32.2K in Q4 2023. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Fortis Group Advisors held 126 shares of iShares US Consumer Staples ETF worth $9.15K as of Q2 2026.
Fortis Group Advisors left its iShares US Consumer Staples ETF share count unchanged in Q2 2026.
iShares US Consumer Staples ETF made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #395 holding.
Fortis Group Advisors first reported a position in iShares US Consumer Staples ETF in Q3 2020 and has held it in 13 quarters since.
Fortis Group Advisors's iShares US Consumer Staples ETF position peaked at $32.2K in Q4 2023.
286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

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