MAI Capital Management’s iShares US Consumer Staples ETF IYK Stock Holding History

MAI Capital 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	$913K	Buy	12,568 +5,154	+70%	+$368K	﹤0.01%	1023
2026 Q1	$519K	Buy	7,414 +31	+0.4%	+$2.23K	﹤0.01%	1009
2025 Q4	$494K	Buy	7,383 +67	+0.9%	+$4.55K	﹤0.01%	966
2025 Q3	$500K	Buy	7,316 +42	+0.6%	+$2.93K	﹤0.01%	915
2025 Q2	$513K	Buy	7,274 +37	+0.5%	+$2.61K	﹤0.01%	842
2025 Q1	$518K	Buy	7,237 +26	+0.4%	+$1.76K	﹤0.01%	812
2024 Q4	$473K	Buy	7,211 +50	+0.7%	+$3.44K	﹤0.01%	863
2024 Q3	$505K	Sell	7,161 -69	-1%	-$4.76K	﹤0.01%	742
2024 Q2	$475K	Sell	7,230 -301	-4%	-$20K	﹤0.01%	831
2024 Q1	$509K	Buy	7,531 +40	+0.5%	+$2.61K	0.01%	791
2023 Q4	$479K	Buy	+7,491	New	+$466K	0.01%	716

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

MAI Capital Management's IYK Position: Q2 2026 in Review

MAI Capital Management increased its iShares US Consumer Staples ETF (IYK) stake by 70% in Q2 2026, buying an estimated $368K and bringing the position to 12,568 shares worth $913K. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

MAI Capital Management first reported a position in IYK in Q4 2023 and has held it in 11 quarters since. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

MAI Capital Management held 12,568 shares of iShares US Consumer Staples ETF worth $913K as of Q2 2026.
MAI Capital Management bought 5,154 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $368K.
iShares US Consumer Staples ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1023 holding.
MAI Capital Management first reported a position in iShares US Consumer Staples ETF in Q4 2023 and has held it in 11 quarters since.
286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.