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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
Q2 		$225K Sell
3,102
-206
-6% -$14.7K 0.11% 124
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 $13.5B AUM 21.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
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

Milestone Asset Management Group's IYK Position: Q2 2026 in Review

Milestone Asset Management Group reduced its iShares US Consumer Staples ETF (IYK) stake by 6.2% in Q2 2026, selling an estimated $14.7K and leaving 3,102 shares worth $225K. The position accounts for 0.11% of the portfolio, ranked #124.

Milestone Asset Management Group first reported a position in IYK in Q1 2025 and has held it in 6 quarters since. The position peaked at $271K in Q2 2025. 287 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

  • Milestone Asset Management Group held 3,102 shares of iShares US Consumer Staples ETF worth $225K as of Q2 2026.
  • Milestone Asset Management Group sold 206 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $14.7K.
  • iShares US Consumer Staples ETF made up 0.11% of Milestone Asset Management Group's portfolio in Q2 2026, its #124 holding.
  • Milestone Asset Management Group first reported a position in iShares US Consumer Staples ETF in Q1 2025 and has held it in 6 quarters since.
  • Milestone Asset Management Group's iShares US Consumer Staples ETF position peaked at $271K in Q2 2025.
  • 287 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.