HPC
IYK icon

HM Payson & Co’s iShares US Consumer Staples ETF IYK Stock Holding History

HM Payson & Co’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 		$3.85K Buy
+53
New +$3.79K ﹤0.01% 1003
2024
Q3 		– Sell
-51
Closed -$3.35K – 1147
2024
Q2 		$3.35K Buy
+51
New +$3.39K ﹤0.01% 912

Other funds holding IYK

DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
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

HM Payson & Co's IYK Position: Q2 2026 in Review

HM Payson & Co opened a new position in iShares US Consumer Staples ETF (IYK) in Q2 2026: 53 shares worth $3.85K. The stake represents ﹤0.01% of the portfolio and ranks #1003 among its holdings. This is a return to the name: HM Payson & Co previously reported a position in IYK as recently as Q2 2024.

HM Payson & Co first reported a position in IYK in Q2 2024 and has held it in 2 quarters since. 287 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

  • HM Payson & Co held 53 shares of iShares US Consumer Staples ETF worth $3.85K as of Q2 2026.
  • iShares US Consumer Staples ETF was a new HM Payson & Co position in Q2 2026.
  • iShares US Consumer Staples ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #1003 holding.
  • HM Payson & Co first reported a position in iShares US Consumer Staples ETF in Q2 2024 and has held it in 2 quarters since.
  • 287 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.