Oakworth Capital’s iShares US Consumer Staples ETF IYK Stock Holding History

Oakworth Capital’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	$1.54K	Hold	21	–	–	﹤0.01%	876
2026 Q1	$1.47K	Hold	21	–	–	﹤0.01%	806
2025 Q4	$1.41K	Hold	21	–	–	﹤0.01%	813
2025 Q3	$1.44K	Hold	21	–	–	﹤0.01%	765
2025 Q2	$1.48K	Hold	21	–	–	﹤0.01%	581
2025 Q1	$1.5K	Hold	21	–	–	﹤0.01%	639
2024 Q4	$1.38K	Hold	21	–	–	﹤0.01%	589
2024 Q3	$1.48K	Hold	21	–	–	﹤0.01%	626
2024 Q2	$1.38K	Hold	21	–	–	﹤0.01%	685
2024 Q1	$1.42K	Hold	21	–	–	﹤0.01%	650
2023 Q4	$1.34K	Hold	21	–	–	﹤0.01%	649
2023 Q3	$1.31K	Hold	21	–	–	﹤0.01%	562
2023 Q2	$1.4K	Hold	21	–	–	﹤0.01%	597
2023 Q1	$1.4K	Hold	21	–	–	﹤0.01%	554
2022 Q4	$1.42K	Buy	+21	New	+$1.38K	﹤0.01%	537

Other funds holding IYK

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

Unique Wealth Clearwater, Florida $858M AUM 20.52% 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

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

SLP

Storen Legacy Partners Zionsville, Indiana $367M AUM

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

Oakworth Capital's IYK Position: Q2 2026 in Review

Oakworth Capital held its iShares US Consumer Staples ETF (IYK) position steady in Q2 2026 at 21 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #876.

Oakworth Capital first reported a position in IYK in Q4 2022 and has held it in 15 quarters since. 131 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Oakworth Capital held 21 shares of iShares US Consumer Staples ETF worth $1.54K as of Q2 2026.
Oakworth Capital left its iShares US Consumer Staples ETF share count unchanged in Q2 2026.
iShares US Consumer Staples ETF made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #876 holding.
Oakworth Capital first reported a position in iShares US Consumer Staples ETF in Q4 2022 and has held it in 15 quarters since.
131 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.