Mariner’s iShares US Consumer Staples ETF IYK Stock Holding History

Mariner’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	$1.32M	Buy	18,185 +2,654	+17%	+$190K	﹤0.01%	1748
2026 Q1	$1.09M	Buy	15,531 +3,244	+26%	+$233K	﹤0.01%	1907
2025 Q4	$822K	Sell	12,287 -1,264	-9%	-$85.8K	﹤0.01%	2080
2025 Q3	$927K	Sell	13,551 -29	-0.2%	-$2.02K	﹤0.01%	1968
2025 Q2	$957K	Buy	13,580 +9,390	+224%	+$661K	﹤0.01%	1822
2025 Q1	$300K	Buy	4,190 +108	+3%	+$7.33K	﹤0.01%	2624
2024 Q4	$268K	Sell	4,082 -438	-10%	-$30.1K	﹤0.01%	2728
2024 Q3	$319K	Buy	4,520 +958	+27%	+$66.1K	﹤0.01%	2522
2024 Q2	$234K	Buy	3,562 +534	+18%	+$35.5K	﹤0.01%	2654
2024 Q1	$205K	Sell	3,028 -6,332	-68%	-$413K	﹤0.01%	2750
2023 Q4	$598K	Buy	+9,360	New	+$582K	﹤0.01%	1827
2023 Q2	–	Sell	-5,187	Closed	-$344K	–	2877
2023 Q1	$344K	Hold	5,187	–	–	﹤0.01%	1960
2022 Q4	$351K	Sell	5,187 -48	-0.9%	-$3.16K	﹤0.01%	1899
2022 Q3	$314K	Buy	+5,235	New	+$344K	﹤0.01%	1735
2015 Q4	–	Sell	-6,318	Closed	-$216K	–	519
2015 Q3	$216K	Buy	+6,318	New	+$222K	0.01%	466

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

Mariner's IYK Position: Q2 2026 in Review

Mariner increased its iShares US Consumer Staples ETF (IYK) stake by 17% in Q2 2026, buying an estimated $190K and bringing the position to 18,185 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1748.

Mariner first reported a position in IYK in Q3 2015 and has held it in 15 quarters since. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Mariner held 18,185 shares of iShares US Consumer Staples ETF worth $1.32M as of Q2 2026.
Mariner bought 2,654 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $190K.
iShares US Consumer Staples ETF made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #1748 holding.
Mariner first reported a position in iShares US Consumer Staples ETF in Q3 2015 and has held it in 15 quarters since.
286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.