Kennedy Investment Group’s iShares US Consumer Staples ETF IYK Stock Holding History

Kennedy Investment Group’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	$210K	Sell	2,895 -124	-4%	-$8.86K	0.07%	139
2026 Q1	$211K	Buy	+3,019	New	+$217K	0.08%	127

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

Kennedy Investment Group's IYK Position: Q2 2026 in Review

Kennedy Investment Group reduced its iShares US Consumer Staples ETF (IYK) stake by 4.1% in Q2 2026, selling an estimated $8.86K and leaving 2,895 shares worth $210K. The position accounts for 0.07% of the portfolio, ranked #139.

Kennedy Investment Group first reported a position in IYK in Q1 2026 and has held it in 2 quarters since. The position peaked at $211K in Q1 2026. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Kennedy Investment Group held 2,895 shares of iShares US Consumer Staples ETF worth $210K as of Q2 2026.
Kennedy Investment Group sold 124 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $8.86K.
iShares US Consumer Staples ETF made up 0.07% of Kennedy Investment Group's portfolio in Q2 2026, its #139 holding.
Kennedy Investment Group first reported a position in iShares US Consumer Staples ETF in Q1 2026 and has held it in 2 quarters since.
Kennedy Investment Group's iShares US Consumer Staples ETF position peaked at $211K in Q1 2026.
286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Kennedy Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.