N.E.W. Advisory Services’s iShares US Consumer Staples ETF IYK Stock Holding History

N.E.W. Advisory Services’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	$64.6K	Sell	890 -2	-0.2%	-$143	﹤0.01%	346
2026 Q1	$62.5K	Sell	892 -887	-50%	-$63.8K	﹤0.01%	337
2025 Q4	$119K	Buy	1,779 +894	+101%	+$60.7K	0.01%	260
2025 Q3	$60.5K	Buy	885 +3	+0.3%	+$209	0.01%	302
2025 Q2	$62.2K	Sell	882 -877	-50%	-$61.8K	0.01%	287
2025 Q1	$126K	Buy	+1,759	New	+$119K	0.01%	250

Other funds holding IYK

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

KCFA

Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

WealthSpring Partners Long Beach, California $116M AUM

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

N.E.W. Advisory Services's IYK Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its iShares US Consumer Staples ETF (IYK) stake by 0.22% in Q2 2026, selling an estimated $143 and leaving 890 shares worth $64.6K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

N.E.W. Advisory Services first reported a position in IYK in Q1 2025 and has held it in 6 quarters since. The position peaked at $126K in Q1 2025. 205 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

N.E.W. Advisory Services held 890 shares of iShares US Consumer Staples ETF worth $64.6K as of Q2 2026.
N.E.W. Advisory Services sold 2 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $143.
iShares US Consumer Staples ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #346 holding.
N.E.W. Advisory Services first reported a position in iShares US Consumer Staples ETF in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's iShares US Consumer Staples ETF position peaked at $126K in Q1 2025.
205 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.