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

NewEdge 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	$2.92M	Sell	40,168 -6,382	-14%	-$456K	0.01%	1020
2026 Q1	$3.26M	Buy	46,550 +1,267	+3%	+$91.1K	0.01%	866
2025 Q4	$3.03M	Buy	45,283 +274	+0.6%	+$18.6K	0.01%	867
2025 Q3	$3.08M	Sell	45,009 -28,283	-39%	-$1.97M	0.01%	808
2025 Q2	$5.17M	Buy	73,292 +49,887	+213%	+$3.51M	0.03%	560
2025 Q1	$1.68M	Buy	23,405 +4,056	+21%	+$275K	0.01%	932
2024 Q4	$1.27M	Buy	19,349 +1,346	+7%	+$92.5K	0.01%	1049
2024 Q3	$1.27M	Sell	18,003 -569	-3%	-$39.2K	0.01%	988
2024 Q2	$1.22M	Sell	18,572 -213	-1%	-$14.2K	0.01%	976
2024 Q1	$1.27M	Sell	18,785 -184	-1%	-$12K	0.01%	878
2023 Q4	$1.21M	Sell	18,969 -11,145	-37%	-$693K	0.01%	855
2023 Q3	$1.87M	Sell	30,114 -24	-0.1%	-$1.58K	0.02%	618
2023 Q2	$2.01M	Sell	30,138 -13,755	-31%	-$923K	0.02%	585
2023 Q1	$2.93M	Sell	43,893 -50,613	-54%	-$3.31M	0.04%	424
2022 Q4	$3.51M	Buy	94,506 +40,383	+75%	+$2.66M	0.09%	232
2022 Q3	$3.24M	Buy	54,123 +4,806	+10%	+$316K	0.05%	318
2022 Q2	$3.21M	Buy	+49,317	New	+$3.31M	0.05%	327
2022 Q1	–	Sell	-24,990	Closed	-$1.67M	–	1388
2021 Q4	$1.67M	Sell	24,990 -1,236	-5%	-$77.4K	0.03%	511
2021 Q3	$1.57M	Buy	26,226 +15	+0.1%	+$924	0.04%	384
2021 Q2	$1.61M	Sell	26,211 -66	-0.3%	-$3.97K	0.04%	358
2021 Q1	$1.55M	Buy	26,277 +408	+2%	+$23.9K	0.05%	339
2020 Q4	$1.5M	Buy	25,869 +2,517	+11%	+$134K	0.05%	316
2020 Q3	$1.16M	Sell	23,352 -738	-3%	-$35.2K	0.04%	350
2020 Q2	$1.02M	Buy	24,090 +759	+3%	+$30.6K	0.04%	348
2020 Q1	$841K	Sell	23,331 -3,771	-14%	-$160K	0.04%	347
2019 Q4	$1.2M	Sell	27,102 -7,527	-22%	-$322K	0.05%	329
2019 Q3	$1.46M	Sell	34,629 -5,112	-13%	-$211K	0.06%	276
2019 Q2	$1.61M	Buy	39,741 +450	+1%	+$18.1K	0.1%	202
2019 Q1	$1.56M	Buy	39,291 +4,728	+14%	+$180K	0.1%	205
2018 Q4	$1.23M	Buy	34,563 +11,460	+50%	+$438K	0.08%	222
2018 Q3	$915K	Buy	+23,103	New	+$925K	0.07%	245

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

NewEdge Advisors's IYK Position: Q2 2026 in Review

NewEdge Advisors reduced its iShares US Consumer Staples ETF (IYK) stake by 14% in Q2 2026, selling an estimated $456K and leaving 40,168 shares worth $2.92M. The position accounts for 0.01% of the portfolio, ranked #1020.

NewEdge Advisors first reported a position in IYK in Q3 2018 and has held it in 31 quarters since. The position peaked at $5.17M in Q2 2025. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

NewEdge Advisors held 40,168 shares of iShares US Consumer Staples ETF worth $2.92M as of Q2 2026.
NewEdge Advisors sold 6,382 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $456K.
iShares US Consumer Staples ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1020 holding.
NewEdge Advisors first reported a position in iShares US Consumer Staples ETF in Q3 2018 and has held it in 31 quarters since.
NewEdge Advisors's iShares US Consumer Staples ETF position peaked at $5.17M in Q2 2025.
286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.