P.J. Schmidt Investment Management (PJS)’s iShares US Consumer Staples ETF IYK Stock Holding History

P.J. Schmidt Investment Management (PJS)’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 Q1	$400K	Hold	5,712	–	–	0.07%	146
2025 Q4	$382K	Sell	5,712 -216	-4%	-$14.7K	0.06%	147
2025 Q3	$405K	Sell	5,928 -562	-9%	-$39.2K	0.07%	147
2025 Q2	$457K	Sell	6,490 -5,467	-46%	-$385K	0.08%	134
2025 Q1	$856K	Sell	11,957 -9,809	-45%	-$666K	0.16%	80
2024 Q4	$1.43M	Sell	21,766 -106	-0.5%	-$7.28K	0.25%	59
2024 Q3	$1.54M	Sell	21,872 -453	-2%	-$31.2K	0.27%	58
2024 Q2	$1.47M	Sell	22,325 -293	-1%	-$19.5K	0.27%	59
2024 Q1	$1.53M	Buy	22,618 +349	+2%	+$22.8K	0.29%	58
2023 Q4	$1.43M	Sell	22,269 -423	-2%	-$26.3K	0.28%	59
2023 Q3	$1.38M	Sell	22,692 -186	-0.8%	-$12.3K	0.3%	63
2023 Q2	$1.56M	Sell	22,878 -12	-0.1%	-$805	0.31%	62
2023 Q1	$1.57M	Buy	22,890 +11,532	+102%	+$755K	0.33%	60
2022 Q4	$768K	Buy	11,358 +2,952	+35%	+$194K	0.17%	79
2022 Q3	$524K	Buy	8,406 +876	+12%	+$57.5K	0.13%	97
2022 Q2	$511K	Buy	+7,530	New	+$506K	0.11%	106

Other funds holding IYK

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s IYK Position: Q1 2026 in Review

P.J. Schmidt Investment Management (PJS) held its iShares US Consumer Staples ETF (IYK) position steady in Q1 2026 at 5,712 shares worth $400K. The position accounts for 0.07% of the portfolio, ranked #146.

P.J. Schmidt Investment Management (PJS) first reported a position in IYK in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.57M in Q1 2023. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

P.J. Schmidt Investment Management (PJS) held 5,712 shares of iShares US Consumer Staples ETF worth $400K as of Q1 2026.
P.J. Schmidt Investment Management (PJS) left its iShares US Consumer Staples ETF share count unchanged in Q1 2026.
iShares US Consumer Staples ETF made up 0.07% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q1 2026, its #146 holding.
P.J. Schmidt Investment Management (PJS) first reported a position in iShares US Consumer Staples ETF in Q2 2022 and has held it in 16 quarters since.
P.J. Schmidt Investment Management (PJS)'s iShares US Consumer Staples ETF position peaked at $1.57M in Q1 2023.
290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q1 2026, filed 29 Apr 2026.