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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
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 $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return