New Insight Wealth Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

New Insight Wealth 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	$528K	Sell	7,270 -1,875	-21%	-$134K	0.16%	76
2026 Q1	$640K	Sell	9,145 -895	-9%	-$64.3K	0.23%	62
2025 Q4	$672K	Sell	10,040 -457	-4%	-$31K	0.24%	65
2025 Q3	$718K	Sell	10,497 -250	-2%	-$17.4K	0.27%	57
2025 Q2	$757K	Buy	10,747 +138	+1%	+$9.72K	0.31%	49
2025 Q1	$759K	Buy	10,609 +1,766	+20%	+$120K	0.34%	43
2024 Q4	$580K	Buy	8,843 +1,108	+14%	+$76.1K	0.29%	47
2024 Q3	$546K	Buy	7,735 +306	+4%	+$21.1K	0.29%	45
2024 Q2	$488K	Buy	7,429 +1,120	+18%	+$74.4K	0.29%	46
2024 Q1	$427K	Sell	6,309 -390	-6%	-$25.4K	0.27%	48
2023 Q4	$428K	Buy	+6,699	New	+$417K	0.29%	50

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

New Insight Wealth Advisors's IYK Position: Q2 2026 in Review

New Insight Wealth Advisors reduced its iShares US Consumer Staples ETF (IYK) stake by 21% in Q2 2026, selling an estimated $134K and leaving 7,270 shares worth $528K. The position accounts for 0.16% of the portfolio, ranked #76.

New Insight Wealth Advisors first reported a position in IYK in Q4 2023 and has held it in 11 quarters since. The position peaked at $759K in Q1 2025. 287 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

New Insight Wealth Advisors held 7,270 shares of iShares US Consumer Staples ETF worth $528K as of Q2 2026.
New Insight Wealth Advisors sold 1,875 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $134K.
iShares US Consumer Staples ETF made up 0.16% of New Insight Wealth Advisors's portfolio in Q2 2026, its #76 holding.
New Insight Wealth Advisors first reported a position in iShares US Consumer Staples ETF in Q4 2023 and has held it in 11 quarters since.
New Insight Wealth Advisors's iShares US Consumer Staples ETF position peaked at $759K in Q1 2025.
287 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.