Independent Advisor Alliance’s iShares US Consumer Staples ETF IYK Stock Holding History

Independent Advisor Alliance’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	$230K	Buy	+3,282	New	+$236K	﹤0.01%	1438

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

Independent Advisor Alliance's IYK Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in iShares US Consumer Staples ETF (IYK) in Q1 2026: 3,282 shares worth $230K. The stake represents ﹤0.01% of the portfolio and ranks #1438 among its holdings.

290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

Independent Advisor Alliance held 3,282 shares of iShares US Consumer Staples ETF worth $230K as of Q1 2026.
iShares US Consumer Staples ETF was a new Independent Advisor Alliance position in Q1 2026.
iShares US Consumer Staples ETF made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1438 holding.
290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.