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

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

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. 287 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.
287 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.