Summit Wealth Group, LLC/OK’s iShares US Consumer Staples ETF IYK Stock Holding History

Summit Wealth Group, LLC/OK’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 Q3	$1.62M	Sell	22,850 -15,676	-41%	-$1.16M	2.74%	13
2026 Q2	$2.8M	Sell	38,526 -123	-0.3%	-$8.79K	3.63%	9
2026 Q1	$2.71M	Sell	38,649 -2,833	-7%	-$204K	3.78%	9
2025 Q4	$2.78M	Buy	+41,482	New	+$2.82M	2.86%	9

Other funds holding IYK

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Key Client Fiduciary Advisors Fairfield, New Jersey $358M AUM 21.09% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

WealthSpring Partners Long Beach, California $94.4M AUM 11.13% 1-Year Est. Return

Centerline Wealth Advisors Louisville, Kentucky $321M AUM 13.56% 1-Year Est. Return

Summit Wealth Group, LLC/OK's IYK Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK reduced its iShares US Consumer Staples ETF (IYK) stake by 41% in Q3 2026, selling an estimated $1.16M and leaving 22,850 shares worth $1.62M. The position accounts for 2.74% of the portfolio, ranked #13.

Summit Wealth Group, LLC/OK first reported a position in IYK in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.8M in Q2 2026. 172 funds tracked by Wall St. Rank hold IYK as of Q3 2026.

Summit Wealth Group, LLC/OK held 22,850 shares of iShares US Consumer Staples ETF worth $1.62M as of Q3 2026.
Summit Wealth Group, LLC/OK sold 15,676 iShares US Consumer Staples ETF shares in Q3 2026, an estimated $1.16M.
iShares US Consumer Staples ETF made up 2.74% of Summit Wealth Group, LLC/OK's portfolio in Q3 2026, its #13 holding.
Summit Wealth Group, LLC/OK first reported a position in iShares US Consumer Staples ETF in Q4 2025 and has held it in 4 quarters since.
Summit Wealth Group, LLC/OK's iShares US Consumer Staples ETF position peaked at $2.8M in Q2 2026.
172 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.