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 Q2	$92K	Hold	1,260	–	–	0.02%	367
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 $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

Hazlett, Burt & Watson's IYK Position: Q2 2026 in Review

Hazlett, Burt & Watson held its iShares US Consumer Staples ETF (IYK) position steady in Q2 2026 at 1,260 shares worth $92K. The position accounts for 0.02% of the portfolio, ranked #367.

Hazlett, Burt & Watson first reported a position in IYK in Q1 2022 and has held it in 18 quarters since. 288 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Hazlett, Burt & Watson held 1,260 shares of iShares US Consumer Staples ETF worth $92K as of Q2 2026.
Hazlett, Burt & Watson left its iShares US Consumer Staples ETF share count unchanged in Q2 2026.
iShares US Consumer Staples ETF made up 0.02% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #367 holding.
Hazlett, Burt & Watson first reported a position in iShares US Consumer Staples ETF in Q1 2022 and has held it in 18 quarters since.
288 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.