Novak & Powell Financial Services’s iShares US Consumer Staples ETF IYK Stock Holding History

Novak & Powell Financial 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	$331K	Buy	4,562 +1,161	+34%	+$83K	0.16%	123
2026 Q1	$238K	Hold	3,401	–	–	0.13%	144
2025 Q4	$228K	Sell	3,401 -1,531	-31%	-$104K	0.12%	142
2025 Q3	$337K	Buy	+4,932	New	+$344K	0.18%	105
2025 Q2	–	Sell	-5,532	Closed	-$396K	–	153
2025 Q1	$396K	Sell	5,532 -272	-5%	-$18.5K	0.25%	90
2024 Q4	$381K	Buy	5,804 +2,403	+71%	+$165K	0.23%	94
2024 Q3	$240K	Hold	3,401	–	–	0.14%	141
2024 Q2	$224K	Buy	+3,401	New	+$226K	0.14%	133
2024 Q1	–	Sell	-3,534	Closed	-$229K	–	152
2023 Q4	$229K	Buy	+3,534	New	+$220K	0.15%	120

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

Novak & Powell Financial Services's IYK Position: Q2 2026 in Review

Novak & Powell Financial Services increased its iShares US Consumer Staples ETF (IYK) stake by 34% in Q2 2026, buying an estimated $83K and bringing the position to 4,562 shares worth $331K. The position accounts for 0.16% of the portfolio, ranked #123.

Novak & Powell Financial Services first reported a position in IYK in Q4 2023 and has held it in 9 quarters since. The position peaked at $396K in Q1 2025. 288 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Novak & Powell Financial Services held 4,562 shares of iShares US Consumer Staples ETF worth $331K as of Q2 2026.
Novak & Powell Financial Services bought 1,161 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $83K.
iShares US Consumer Staples ETF made up 0.16% of Novak & Powell Financial Services's portfolio in Q2 2026, its #123 holding.
Novak & Powell Financial Services first reported a position in iShares US Consumer Staples ETF in Q4 2023 and has held it in 9 quarters since.
Novak & Powell Financial Services's iShares US Consumer Staples ETF position peaked at $396K in Q1 2025.
288 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.