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

MONECO 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	$709K	Sell	9,756 -213	-2%	-$15.2K	0.04%	313
2026 Q1	$698K	Sell	9,969 -5,771	-37%	-$415K	0.05%	250
2025 Q4	$1.05M	Sell	15,740 -4,116	-21%	-$279K	0.08%	204
2025 Q3	$1.36M	Sell	19,856 -4,351	-18%	-$304K	0.11%	167
2025 Q2	$1.71M	Buy	+24,207	New	+$1.7M	0.16%	140

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

MONECO Advisors's IYK Position: Q2 2026 in Review

MONECO Advisors reduced its iShares US Consumer Staples ETF (IYK) stake by 2.1% in Q2 2026, selling an estimated $15.2K and leaving 9,756 shares worth $709K. The position accounts for 0.04% of the portfolio, ranked #313.

MONECO Advisors first reported a position in IYK in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.71M in Q2 2025. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

MONECO Advisors held 9,756 shares of iShares US Consumer Staples ETF worth $709K as of Q2 2026.
MONECO Advisors sold 213 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $15.2K.
iShares US Consumer Staples ETF made up 0.04% of MONECO Advisors's portfolio in Q2 2026, its #313 holding.
MONECO Advisors first reported a position in iShares US Consumer Staples ETF in Q2 2025 and has held it in 5 quarters since.
MONECO Advisors's iShares US Consumer Staples ETF position peaked at $1.71M in Q2 2025.
286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.