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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
Q2 		– Sell
-3,282
Closed -$230K – 1380
2026
Q1 		$230K Buy
+3,282
New +$236K ﹤0.01% 1438

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

Independent Advisor Alliance's IYK Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares US Consumer Staples ETF (IYK) in Q2 2026, closing a stake of 3,282 shares — an estimated $230K sold.

Independent Advisor Alliance first reported a position in IYK in Q1 2026 and held it in 1 quarter. The position peaked at $230K in Q1 2026. 287 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

  • Independent Advisor Alliance reported no remaining iShares US Consumer Staples ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 3,282 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $230K.
  • Independent Advisor Alliance first reported a position in iShares US Consumer Staples ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's iShares US Consumer Staples ETF position peaked at $230K in Q1 2026.
  • 287 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.