Forum Finance Group’s iShares US Consumer Staples ETF IYK Stock Holding History

Forum Finance Group’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	$60K	Hold	1,020	–	–	0.02%	221
2026 Q1	$57K	Buy	+1,020	New	+$73.3K	0.03%	193

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

Forum Finance Group's IYK Position: Q2 2026 in Review

Forum Finance Group held its iShares US Consumer Staples ETF (IYK) position steady in Q2 2026 at 1,020 shares worth $60K. The position accounts for 0.02% of the portfolio, ranked #221.

Forum Finance Group first reported a position in IYK in Q1 2026 and has held it in 2 quarters since. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Forum Finance Group held 1,020 shares of iShares US Consumer Staples ETF worth $60K as of Q2 2026.
Forum Finance Group left its iShares US Consumer Staples ETF share count unchanged in Q2 2026.
iShares US Consumer Staples ETF made up 0.02% of Forum Finance Group's portfolio in Q2 2026, its #221 holding.
Forum Finance Group first reported a position in iShares US Consumer Staples ETF in Q1 2026 and has held it in 2 quarters since.
286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.