Greenleaf Trust’s iShares US Consumer Staples ETF IYK Stock Holding History

Greenleaf Trust’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	$349K	Hold	4,983	–	–	﹤0.01%	600
2025 Q4	$333K	Hold	4,983	–	–	﹤0.01%	616
2025 Q3	$341K	Hold	4,983	–	–	﹤0.01%	602
2025 Q2	$351K	Hold	4,983	–	–	﹤0.01%	582
2025 Q1	$357K	Hold	4,983	–	–	﹤0.01%	589
2024 Q4	$327K	Buy	+4,983	New	+$342K	﹤0.01%	626

Other funds holding IYK

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Greenleaf Trust's IYK Position: Q1 2026 in Review

Greenleaf Trust held its iShares US Consumer Staples ETF (IYK) position steady in Q1 2026 at 4,983 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Greenleaf Trust first reported a position in IYK in Q4 2024 and has held it in 6 quarters since. The position peaked at $357K in Q1 2025. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

Greenleaf Trust held 4,983 shares of iShares US Consumer Staples ETF worth $349K as of Q1 2026.
Greenleaf Trust left its iShares US Consumer Staples ETF share count unchanged in Q1 2026.
iShares US Consumer Staples ETF made up ﹤0.01% of Greenleaf Trust's portfolio in Q1 2026, its #600 holding.
Greenleaf Trust first reported a position in iShares US Consumer Staples ETF in Q4 2024 and has held it in 6 quarters since.
Greenleaf Trust's iShares US Consumer Staples ETF position peaked at $357K in Q1 2025.
290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.