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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
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 $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Medallion Wealth Advisors's IYK Position: Q1 2026 in Review

Medallion Wealth Advisors held its iShares US Consumer Staples ETF (IYK) position steady in Q1 2026 at 1,170 shares worth $81.9K. The position accounts for 0.03% of the portfolio, ranked #390.

Medallion Wealth Advisors first reported a position in IYK in Q4 2024 and has held it in 6 quarters since. The position peaked at $83.7K in Q1 2025. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

  • Medallion Wealth Advisors held 1,170 shares of iShares US Consumer Staples ETF worth $81.9K as of Q1 2026.
  • Medallion Wealth Advisors left its iShares US Consumer Staples ETF share count unchanged in Q1 2026.
  • iShares US Consumer Staples ETF made up 0.03% of Medallion Wealth Advisors's portfolio in Q1 2026, its #390 holding.
  • Medallion Wealth Advisors first reported a position in iShares US Consumer Staples ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's iShares US Consumer Staples ETF position peaked at $83.7K in Q1 2025.
  • 290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.