Moneta Group Investment Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

Moneta Group Investment 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	$229K	Buy	3,272 +32	+1%	+$2.3K	﹤0.01%	727
2025 Q4	$217K	Hold	3,240	–	–	﹤0.01%	754
2025 Q3	$222K	Hold	3,240	–	–	﹤0.01%	723
2025 Q2	$228K	Hold	3,240	–	–	﹤0.01%	630
2025 Q1	$232K	Hold	3,240	–	–	﹤0.01%	590
2024 Q4	$213K	Hold	3,240	–	–	﹤0.01%	622
2024 Q3	$229K	Buy	+3,240	New	+$223K	﹤0.01%	591

Other funds holding IYK

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Moneta Group Investment Advisors's IYK Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its iShares US Consumer Staples ETF (IYK) stake by 0.99% in Q1 2026, buying an estimated $2.3K and bringing the position to 3,272 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Moneta Group Investment Advisors first reported a position in IYK in Q3 2024 and has held it in 7 quarters since. The position peaked at $232K in Q1 2025. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

Moneta Group Investment Advisors held 3,272 shares of iShares US Consumer Staples ETF worth $229K as of Q1 2026.
Moneta Group Investment Advisors bought 32 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $2.3K.
iShares US Consumer Staples ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #727 holding.
Moneta Group Investment Advisors first reported a position in iShares US Consumer Staples ETF in Q3 2024 and has held it in 7 quarters since.
Moneta Group Investment Advisors's iShares US Consumer Staples ETF position peaked at $232K in Q1 2025.
290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.