Key Client Fiduciary Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

Key Client Fiduciary Advisors’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	$8.5M	Sell	117,020 -9,500	-8%	-$679K	2.45%	9
2026 Q1	$8.86M	Buy	126,520 +122,182	+2,817%	+$8.78M	3.01%	7
2025 Q4	$290K	Buy	+4,338	New	+$294K	0.1%	161

Other funds holding IYK

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

Wall Street Financial Group Carlinville, Illinois $187M AUM 51.01% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stone Wealth Partners Lafayette, Louisiana $137M AUM

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return