Medallion Wealth Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

Medallion Wealth 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	$85K	Hold	1,170	–	–	0.03%	371
2026 Q1	$81.9K	Hold	1,170	–	–	0.03%	390
2025 Q4	$78.3K	Hold	1,170	–	–	0.03%	393
2025 Q3	$80K	Hold	1,170	–	–	0.03%	390
2025 Q2	$82.5K	Hold	1,170	–	–	0.03%	378
2025 Q1	$83.7K	Hold	1,170	–	–	0.04%	338
2024 Q4	$83.7K	Buy	+1,170	New	+$80.4K	0.04%	329

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

Medallion Wealth Advisors's IYK Position: Q2 2026 in Review

Medallion Wealth Advisors held its iShares US Consumer Staples ETF (IYK) position steady in Q2 2026 at 1,170 shares worth $85K. The position accounts for 0.03% of the portfolio, ranked #371.

Medallion Wealth Advisors first reported a position in IYK in Q4 2024 and has held it in 7 quarters since. 288 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Medallion Wealth Advisors held 1,170 shares of iShares US Consumer Staples ETF worth $85K as of Q2 2026.
Medallion Wealth Advisors left its iShares US Consumer Staples ETF share count unchanged in Q2 2026.
iShares US Consumer Staples ETF made up 0.03% of Medallion Wealth Advisors's portfolio in Q2 2026, its #371 holding.
Medallion Wealth Advisors first reported a position in iShares US Consumer Staples ETF in Q4 2024 and has held it in 7 quarters since.
288 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.