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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

FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
WSFG
Wall Street Financial Group Carlinville, Illinois $187M AUM 51.01% 1-Year Est. Return
BRWA
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
SWP
Stone Wealth Partners Lafayette, Louisiana $137M AUM
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Key Client Fiduciary Advisors's IYK Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its iShares US Consumer Staples ETF (IYK) stake by 7.5% in Q2 2026, selling an estimated $679K and leaving 117,020 shares worth $8.5M. The position accounts for 2.45% of the portfolio, ranked #9.

Key Client Fiduciary Advisors first reported a position in IYK in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.86M in Q1 2026. 38 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

  • Key Client Fiduciary Advisors held 117,020 shares of iShares US Consumer Staples ETF worth $8.5M as of Q2 2026.
  • Key Client Fiduciary Advisors sold 9,500 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $679K.
  • iShares US Consumer Staples ETF made up 2.45% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #9 holding.
  • Key Client Fiduciary Advisors first reported a position in iShares US Consumer Staples ETF in Q4 2025 and has held it in 3 quarters since.
  • Key Client Fiduciary Advisors's iShares US Consumer Staples ETF position peaked at $8.86M in Q1 2026.
  • 38 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.