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 Q2	$252K	Buy	3,472 +200	+6%	+$14.3K	﹤0.01%	742
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 $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

Moneta Group Investment Advisors's IYK Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its iShares US Consumer Staples ETF (IYK) stake by 6.1% in Q2 2026, buying an estimated $14.3K and bringing the position to 3,472 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Moneta Group Investment Advisors first reported a position in IYK in Q3 2024 and has held it in 8 quarters since. 288 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Moneta Group Investment Advisors held 3,472 shares of iShares US Consumer Staples ETF worth $252K as of Q2 2026.
Moneta Group Investment Advisors bought 200 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $14.3K.
iShares US Consumer Staples ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #742 holding.
Moneta Group Investment Advisors first reported a position in iShares US Consumer Staples ETF in Q3 2024 and has held it in 8 quarters since.
288 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.