&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 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 $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

&Partners's IYK Position: Q1 2026 in Review

&Partners increased its iShares US Consumer Staples ETF (IYK) stake by 4.8% in Q1 2026, buying an estimated $17.8K and bringing the position to 5,361 shares worth $376K. The position accounts for ﹤0.01% of the portfolio, ranked #1848.

&Partners first reported a position in IYK in Q3 2024 and has held it in 7 quarters since. The position peaked at $391K in Q2 2025. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

&Partners held 5,361 shares of iShares US Consumer Staples ETF worth $376K as of Q1 2026.
&Partners bought 247 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $17.8K.
iShares US Consumer Staples ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1848 holding.
&Partners first reported a position in iShares US Consumer Staples ETF in Q3 2024 and has held it in 7 quarters since.
&Partners's iShares US Consumer Staples ETF position peaked at $391K in Q2 2025.
290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.