Nova Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Nova Wealth Management’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	$402K	Buy	5,531 +34	+0.6%	+$2.43K	0.22%	104
2026 Q1	$385K	Buy	5,497 +3,676	+202%	+$264K	0.25%	92
2025 Q4	$122K	Buy	1,821 +938	+106%	+$63.7K	0.08%	159
2025 Q3	$60.4K	Buy	883 +68	+8%	+$4.75K	0.04%	191
2025 Q2	$57.4K	Buy	815 +604	+286%	+$42.5K	0.04%	196
2025 Q1	$15.1K	Buy	211 +40	+23%	+$2.72K	0.01%	307
2024 Q4	$11.2K	Buy	+171	New	+$11.7K	0.01%	263

Other funds holding IYK

KCFA

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

CWA

Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

SLP

Storen Legacy Partners Zionsville, Indiana $367M AUM

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

PWM

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

WSFG

Wall Street Financial Group Carlinville, Illinois $187M AUM 51.01% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Nova Wealth Management's IYK Position: Q2 2026 in Review

Nova Wealth Management increased its iShares US Consumer Staples ETF (IYK) stake by 0.62% in Q2 2026, buying an estimated $2.43K and bringing the position to 5,531 shares worth $402K. The position accounts for 0.22% of the portfolio, ranked #104.

Nova Wealth Management first reported a position in IYK in Q4 2024 and has held it in 7 quarters since. 44 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Nova Wealth Management held 5,531 shares of iShares US Consumer Staples ETF worth $402K as of Q2 2026.
Nova Wealth Management bought 34 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $2.43K.
iShares US Consumer Staples ETF made up 0.22% of Nova Wealth Management's portfolio in Q2 2026, its #104 holding.
Nova Wealth Management first reported a position in iShares US Consumer Staples ETF in Q4 2024 and has held it in 7 quarters since.
44 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.