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IYK icon

&Partners’s iShares US Consumer Staples ETF IYK Stock Holding History

&Partners’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 		$440K Buy
6,053
+692
+13% +$49.5K ﹤0.01% 1915
2026
Q1 		$376K Buy
5,361
+247
+5% +$17.8K ﹤0.01% 1848
2025
Q4 		$342K Sell
5,114
-246
-5% -$16.7K ﹤0.01% 1838
2025
Q3 		$367K Sell
5,360
-189
-3% -$13.2K ﹤0.01% 1640
2025
Q2 		$391K Buy
5,549
+212
+4% +$14.9K ﹤0.01% 1476
2025
Q1 		$377K Buy
5,337
+156
+3% +$10.6K ﹤0.01% 1285
2024
Q4 		$339K Buy
5,181
+1,663
+47% +$114K ﹤0.01% 1272
2024
Q3 		$248K Buy
+3,518
New +$243K ﹤0.01% 1197

Other funds holding IYK

DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
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

&Partners's IYK Position: Q2 2026 in Review

&Partners increased its iShares US Consumer Staples ETF (IYK) stake by 13% in Q2 2026, buying an estimated $49.5K and bringing the position to 6,053 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #1915.

&Partners first reported a position in IYK in Q3 2024 and has held it in 8 quarters since. 287 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

  • &Partners held 6,053 shares of iShares US Consumer Staples ETF worth $440K as of Q2 2026.
  • &Partners bought 692 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $49.5K.
  • iShares US Consumer Staples ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1915 holding.
  • &Partners first reported a position in iShares US Consumer Staples ETF in Q3 2024 and has held it in 8 quarters since.
  • 287 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.