Hazlett, Burt & Watson’s iShares US Consumer Staples ETF IYK Stock Holding History

Hazlett, Burt & Watson’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	$88K	Hold	1,260	–	–	0.03%	360
2025 Q4	$84K	Hold	1,260	–	–	0.03%	369
2025 Q3	$86K	Hold	1,260	–	–	0.03%	335
2025 Q2	$89K	Hold	1,260	–	–	0.04%	294
2025 Q1	$90K	Hold	1,260	–	–	0.04%	285
2024 Q4	$83K	Hold	1,260	–	–	0.04%	299
2024 Q3	$89K	Hold	1,260	–	–	0.04%	288
2024 Q2	$83K	Hold	1,260	–	–	0.04%	282
2024 Q1	$85K	Hold	1,260	–	–	0.05%	265
2023 Q4	$81K	Hold	1,260	–	–	0.05%	247
2023 Q3	$78K	Hold	1,260	–	–	0.06%	251
2023 Q2	$84K	Hold	1,260	–	–	0.06%	231
2023 Q1	$84K	Hold	1,260	–	–	0.07%	214
2022 Q4	$85K	Hold	1,260	–	–	0.07%	202
2022 Q3	$76K	Hold	1,260	–	–	0.07%	218
2022 Q2	$82K	Hold	1,260	–	–	0.08%	217
2022 Q1	$84K	Buy	+1,260	New	+$83.9K	0.07%	227

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

Hazlett, Burt & Watson's IYK Position: Q1 2026 in Review

Hazlett, Burt & Watson held its iShares US Consumer Staples ETF (IYK) position steady in Q1 2026 at 1,260 shares worth $88K. The position accounts for 0.03% of the portfolio, ranked #360.

Hazlett, Burt & Watson first reported a position in IYK in Q1 2022 and has held it in 17 quarters since. The position peaked at $90K in Q1 2025. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

Hazlett, Burt & Watson held 1,260 shares of iShares US Consumer Staples ETF worth $88K as of Q1 2026.
Hazlett, Burt & Watson left its iShares US Consumer Staples ETF share count unchanged in Q1 2026.
iShares US Consumer Staples ETF made up 0.03% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #360 holding.
Hazlett, Burt & Watson first reported a position in iShares US Consumer Staples ETF in Q1 2022 and has held it in 17 quarters since.
Hazlett, Burt & Watson's iShares US Consumer Staples ETF position peaked at $90K in Q1 2025.
290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.