Graves Light Lenhart Wealth’s iShares US Consumer Staples ETF IYK Stock Holding History

Graves Light Lenhart 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	$352K	Hold	4,851	–	–	0.03%	147
2026 Q1	$340K	Hold	4,851	–	–	0.04%	140
2025 Q4	$325K	Hold	4,851	–	–	0.03%	143
2025 Q3	$332K	Hold	4,851	–	–	0.04%	142
2025 Q2	$342K	Hold	4,851	–	–	0.04%	133
2025 Q1	$347K	Hold	4,851	–	–	0.04%	129
2024 Q4	$318K	Hold	4,851	–	–	0.04%	139
2024 Q3	$342K	Hold	4,851	–	–	0.04%	137
2024 Q2	$317K	Hold	4,851	–	–	0.04%	141
2024 Q1	$328K	Hold	4,851	–	–	0.04%	142
2023 Q4	$310K	Hold	4,851	–	–	0.04%	144
2023 Q3	$292K	Hold	4,851	–	–	0.04%	137
2023 Q2	$324K	Sell	4,851 -1,800	-27%	-$121K	0.04%	139
2023 Q1	$442K	Hold	6,651	–	–	0.07%	107
2022 Q4	$450K	Hold	6,651	–	–	0.07%	114
2022 Q3	$399K	Hold	6,651	–	–	0.07%	117
2022 Q2	$432K	Hold	6,651	–	–	0.07%	119
2022 Q1	$444K	Hold	6,651	–	–	0.06%	120
2021 Q4	$444K	Hold	6,651	–	–	0.06%	125
2021 Q3	$398K	Hold	6,651	–	–	0.06%	121
2021 Q2	$408K	Hold	6,651	–	–	0.07%	118
2021 Q1	$392K	Hold	6,651	–	–	0.07%	121
2020 Q4	$384K	Hold	6,651	–	–	0.07%	109
2020 Q3	$331K	Hold	6,651	–	–	0.07%	110
2020 Q2	$283K	Hold	6,651	–	–	0.07%	120
2020 Q1	$240K	Hold	6,651	–	–	0.06%	127
2019 Q4	$295K	Hold	6,651	–	–	0.06%	133
2019 Q3	$281K	Hold	6,651	–	–	0.06%	137
2019 Q2	$269K	Hold	6,651	–	–	0.06%	131
2019 Q1	$265K	Hold	6,651	–	–	0.07%	122
2018 Q4	$236K	Buy	+6,651	New	+$254K	0.07%	122

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

Graves Light Lenhart Wealth's IYK Position: Q2 2026 in Review

Graves Light Lenhart Wealth held its iShares US Consumer Staples ETF (IYK) position steady in Q2 2026 at 4,851 shares worth $352K. The position accounts for 0.03% of the portfolio, ranked #147.

Graves Light Lenhart Wealth first reported a position in IYK in Q4 2018 and has held it in 31 quarters since. The position peaked at $450K in Q4 2022. 287 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Graves Light Lenhart Wealth held 4,851 shares of iShares US Consumer Staples ETF worth $352K as of Q2 2026.
Graves Light Lenhart Wealth left its iShares US Consumer Staples ETF share count unchanged in Q2 2026.
iShares US Consumer Staples ETF made up 0.03% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #147 holding.
Graves Light Lenhart Wealth first reported a position in iShares US Consumer Staples ETF in Q4 2018 and has held it in 31 quarters since.
Graves Light Lenhart Wealth's iShares US Consumer Staples ETF position peaked at $450K in Q4 2022.
287 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.