Patriot Investment Management Group’s iShares US Consumer Staples ETF IYK Stock Holding History

Patriot Investment Management Group’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	$578K	Buy	7,959 +1,027	+15%	+$73.4K	0.03%	158
2026 Q1	$485K	Buy	6,932 +4	+0.1%	+$288	0.03%	164
2025 Q4	$464K	Buy	6,928 +9	+0.1%	+$611	0.03%	169
2025 Q3	$473K	Buy	6,919 +6	+0.1%	+$419	0.03%	163
2025 Q2	$487K	Buy	6,913 +5	+0.1%	+$352	0.03%	163
2025 Q1	$494K	Buy	6,908 +4	+0.1%	+$272	0.04%	153
2024 Q4	$453K	Buy	6,904 +6	+0.1%	+$412	0.03%	164
2024 Q3	$487K	Buy	6,898 +7	+0.1%	+$483	0.04%	164
2024 Q2	$453K	Buy	6,891 +5	+0.1%	+$332	0.04%	169
2024 Q1	$466K	Buy	6,886 +1	+0%	+$65	0.04%	166
2023 Q4	$440K	Sell	6,885 -11,604	-63%	-$722K	0.04%	171
2023 Q3	$1.15M	Hold	18,489	–	–	0.11%	91
2023 Q2	$1.23M	Buy	18,489 +3	+0%	+$201	0.1%	94
2023 Q1	$1.23M	Buy	18,486 +3	+0%	+$196	0.11%	94
2022 Q4	$1.21M	Buy	18,483 +525	+3%	+$34.6K	0.1%	97
2022 Q3	$1.08M	Buy	17,958 +10,587	+144%	+$695K	0.11%	97
2022 Q2	$479K	Buy	7,371 +3	+0%	+$202	0.05%	167
2022 Q1	$492K	Hold	7,368	–	–	0.04%	177
2021 Q4	$491K	Buy	7,368 +3	+0%	+$188	0.04%	179
2021 Q3	$440K	Hold	7,365	–	–	0.04%	180
2021 Q2	$451K	Buy	7,365 +3	+0%	+$180	0.04%	176
2021 Q1	$434K	Sell	7,362 -1,980	-21%	-$116K	0.04%	172
2020 Q4	$540K	Hold	9,342	–	–	0.08%	113
2020 Q3	$465K	Buy	9,342 +453	+5%	+$21.6K	0.06%	151
2020 Q2	$378K	Buy	8,889 +6	+0.1%	+$242	0.05%	162
2020 Q1	$320K	Hold	8,883	–	–	0.05%	158
2019 Q4	$394K	Buy	8,883 +3	+0%	+$128	0.05%	167
2019 Q3	$369K	Buy	8,880 +3	+0%	+$124	0.05%	167
2019 Q2	$359K	Buy	8,877 +3	+0%	+$121	0.05%	166
2019 Q1	$353K	Buy	+8,874	New	+$338K	0.05%	167

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Patriot Investment Management Group's IYK Position: Q2 2026 in Review

Patriot Investment Management Group increased its iShares US Consumer Staples ETF (IYK) stake by 15% in Q2 2026, buying an estimated $73.4K and bringing the position to 7,959 shares worth $578K. The position accounts for 0.03% of the portfolio, ranked #158.

Patriot Investment Management Group first reported a position in IYK in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.23M in Q2 2023. 111 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Patriot Investment Management Group held 7,959 shares of iShares US Consumer Staples ETF worth $578K as of Q2 2026.
Patriot Investment Management Group bought 1,027 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $73.4K.
iShares US Consumer Staples ETF made up 0.03% of Patriot Investment Management Group's portfolio in Q2 2026, its #158 holding.
Patriot Investment Management Group first reported a position in iShares US Consumer Staples ETF in Q1 2019 and has held it in 30 quarters since.
Patriot Investment Management Group's iShares US Consumer Staples ETF position peaked at $1.23M in Q2 2023.
111 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.