MAMG
IYK icon

Milestone Asset Management Group’s iShares US Consumer Staples ETF IYK Stock Holding History

Milestone Asset Management Group’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 		$232K Sell
3,308
-328
-9% -$23.6K 0.14% 118
2025
Q4 		$243K Sell
3,636
-275
-7% -$18.7K 0.14% 113
2025
Q3 		$267K Buy
3,911
+63
+2% +$4.4K 0.17% 95
2025
Q2 		$271K Buy
3,848
+253
+7% +$17.8K 0.2% 86
2025
Q1 		$257K Buy
+3,595
New +$244K 0.23% 80

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

Milestone Asset Management Group's IYK Position: Q1 2026 in Review

Milestone Asset Management Group reduced its iShares US Consumer Staples ETF (IYK) stake by 9% in Q1 2026, selling an estimated $23.6K and leaving 3,308 shares worth $232K. The position accounts for 0.14% of the portfolio, ranked #118.

Milestone Asset Management Group first reported a position in IYK in Q1 2025 and has held it in 5 quarters since. The position peaked at $271K in Q2 2025. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

  • Milestone Asset Management Group held 3,308 shares of iShares US Consumer Staples ETF worth $232K as of Q1 2026.
  • Milestone Asset Management Group sold 328 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $23.6K.
  • iShares US Consumer Staples ETF made up 0.14% of Milestone Asset Management Group's portfolio in Q1 2026, its #118 holding.
  • Milestone Asset Management Group first reported a position in iShares US Consumer Staples ETF in Q1 2025 and has held it in 5 quarters since.
  • Milestone Asset Management Group's iShares US Consumer Staples ETF position peaked at $271K in Q2 2025.
  • 290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Milestone Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.