Liberty Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Liberty Wealth Management’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	$1.09M	Hold	15,766	–	–	0.14%	91
2026 Q1	$1.09M	Buy	15,766 +4,242	+37%	+$305K	0.14%	91
2025 Q4	$771K	Buy	11,524 +1,313	+13%	+$89.1K	0.1%	104
2025 Q3	$698K	Buy	10,211 +581	+6%	+$40.5K	0.1%	108
2025 Q2	$679K	Buy	+9,630	New	+$678K	0.11%	105
2021 Q4	–	Sell	-96	Closed	-$6K	–	652
2021 Q3	$6K	Buy	+96	New	+$5.91K	﹤0.01%	917

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

Liberty Wealth Management's IYK Position: Q2 2026 in Review

Liberty Wealth Management held its iShares US Consumer Staples ETF (IYK) position steady in Q2 2026 at 15,766 shares worth $1.09M. The position accounts for 0.14% of the portfolio, ranked #91.

Liberty Wealth Management first reported a position in IYK in Q3 2021 and has held it in 6 quarters since. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Liberty Wealth Management held 15,766 shares of iShares US Consumer Staples ETF worth $1.09M as of Q2 2026.
Liberty Wealth Management left its iShares US Consumer Staples ETF share count unchanged in Q2 2026.
iShares US Consumer Staples ETF made up 0.14% of Liberty Wealth Management's portfolio in Q2 2026, its #91 holding.
Liberty Wealth Management first reported a position in iShares US Consumer Staples ETF in Q3 2021 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 Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.