Lakeshore Capital Group’s iShares US Consumer Staples ETF IYK Stock Holding History

Lakeshore Capital 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	$807K	Sell	11,112 -2	-0%	-$143	0.6%	46
2026 Q1	$778K	Sell	11,114 -105	-0.9%	-$7.55K	0.64%	47
2025 Q4	$751K	Sell	11,219 -14	-0.1%	-$950	0.6%	51
2025 Q3	$768K	Buy	11,233 +86	+0.8%	+$6K	0.62%	50
2025 Q2	$786K	Buy	11,147 +502	+5%	+$35.4K	0.7%	45
2025 Q1	$762K	Buy	+10,645	New	+$723K	0.73%	43

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

Lakeshore Capital Group's IYK Position: Q2 2026 in Review

Lakeshore Capital Group reduced its iShares US Consumer Staples ETF (IYK) stake by 0.02% in Q2 2026, selling an estimated $143 and leaving 11,112 shares worth $807K. The position accounts for 0.6% of the portfolio, ranked #46.

Lakeshore Capital Group first reported a position in IYK in Q1 2025 and has held it in 6 quarters since. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Lakeshore Capital Group held 11,112 shares of iShares US Consumer Staples ETF worth $807K as of Q2 2026.
Lakeshore Capital Group sold 2 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $143.
iShares US Consumer Staples ETF made up 0.6% of Lakeshore Capital Group's portfolio in Q2 2026, its #46 holding.
Lakeshore Capital Group first reported a position in iShares US Consumer Staples ETF in Q1 2025 and has held it in 6 quarters since.
286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Lakeshore Capital Group's 13F filing for Q2 2026, filed 31 Jul 2026.