Integrated Wealth Concepts’s iShares US Consumer Staples ETF IYK Stock Holding History

Integrated Wealth Concepts’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	$137K	Buy	+1,880	New	+$134K	﹤0.01%	2582
2023 Q4	–	Sell	-4,038	Closed	-$251K	–	1636
2023 Q3	$251K	Buy	4,038 +309	+8%	+$20.4K	﹤0.01%	1317
2023 Q2	$249K	Buy	3,729 +3	+0.1%	+$201	﹤0.01%	1320
2023 Q1	$248K	Buy	3,726 +255	+7%	+$16.7K	0.01%	1147
2022 Q4	$235K	Buy	3,471 +3	+0.1%	+$197	0.01%	890
2022 Q3	$208K	Buy	3,468 +150	+5%	+$9.85K	0.01%	856
2022 Q2	$216K	Sell	3,318 -63	-2%	-$4.24K	0.01%	878
2022 Q1	$226K	Hold	3,381	–	–	0.01%	836
2021 Q4	$226K	Sell	3,381 -195	-5%	-$12.2K	0.01%	887
2021 Q3	$214K	Hold	3,576	–	–	0.01%	871
2021 Q2	$219K	Buy	+3,576	New	+$215K	0.01%	744

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

Integrated Wealth Concepts's IYK Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in iShares US Consumer Staples ETF (IYK) in Q2 2026: 1,880 shares worth $137K. The stake represents ﹤0.01% of the portfolio and ranks #2582 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in IYK as recently as Q3 2023.

Integrated Wealth Concepts first reported a position in IYK in Q2 2021 and has held it in 11 quarters since. The position peaked at $251K in Q3 2023. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Integrated Wealth Concepts held 1,880 shares of iShares US Consumer Staples ETF worth $137K as of Q2 2026.
iShares US Consumer Staples ETF was a new Integrated Wealth Concepts position in Q2 2026.
iShares US Consumer Staples ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2582 holding.
Integrated Wealth Concepts first reported a position in iShares US Consumer Staples ETF in Q2 2021 and has held it in 11 quarters since.
Integrated Wealth Concepts's iShares US Consumer Staples ETF position peaked at $251K in Q3 2023.
286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.