HHM Wealth Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

HHM Wealth Advisors’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	$73	Buy	+1	New	+$71	﹤0.01%	886
2023 Q4	–	Sell	-78	Closed	-$4.85K	–	790
2023 Q3	$4.85K	Hold	78	–	–	﹤0.01%	636
2023 Q2	$5.21K	Buy	+78	New	+$5.23K	﹤0.01%	653

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

HHM Wealth Advisors's IYK Position: Q2 2026 in Review

HHM Wealth Advisors opened a new position in iShares US Consumer Staples ETF (IYK) in Q2 2026: 1 share worth $73. The stake represents ﹤0.01% of the portfolio and ranks #886 among its holdings. This is a return to the name: HHM Wealth Advisors previously reported a position in IYK as recently as Q3 2023.

HHM Wealth Advisors first reported a position in IYK in Q2 2023 and has held it in 3 quarters since. The position peaked at $5.21K in Q2 2023. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

HHM Wealth Advisors held 1 share of iShares US Consumer Staples ETF worth $73 as of Q2 2026.
iShares US Consumer Staples ETF was a new HHM Wealth Advisors position in Q2 2026.
iShares US Consumer Staples ETF made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #886 holding.
HHM Wealth Advisors first reported a position in iShares US Consumer Staples ETF in Q2 2023 and has held it in 3 quarters since.
HHM Wealth Advisors's iShares US Consumer Staples ETF position peaked at $5.21K in Q2 2023.
286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.