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

Patten & Patten’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	$249K	Hold	3,562	–	–	0.02%	307
2025 Q4	$238K	Sell	3,562 -305	-8%	-$20.7K	0.01%	317
2025 Q3	$264K	Buy	3,867 +858	+29%	+$59.9K	0.02%	304
2025 Q2	$212K	Hold	3,009	–	–	0.01%	307
2025 Q1	$215K	Sell	3,009 -50	-2%	-$3.4K	0.01%	303
2024 Q4	$201K	Sell	3,059 -330	-10%	-$22.7K	0.01%	311
2024 Q3	$239K	Buy	+3,389	New	+$234K	0.02%	285
2024 Q2	–	Sell	-3,039	Closed	-$206K	–	310
2024 Q1	$206K	Buy	+3,039	New	+$198K	0.01%	300

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

Patten & Patten's IYK Position: Q1 2026 in Review

Patten & Patten held its iShares US Consumer Staples ETF (IYK) position steady in Q1 2026 at 3,562 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #307.

Patten & Patten first reported a position in IYK in Q1 2024 and has held it in 8 quarters since. The position peaked at $264K in Q3 2025. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

Patten & Patten held 3,562 shares of iShares US Consumer Staples ETF worth $249K as of Q1 2026.
Patten & Patten left its iShares US Consumer Staples ETF share count unchanged in Q1 2026.
iShares US Consumer Staples ETF made up 0.02% of Patten & Patten's portfolio in Q1 2026, its #307 holding.
Patten & Patten first reported a position in iShares US Consumer Staples ETF in Q1 2024 and has held it in 8 quarters since.
Patten & Patten's iShares US Consumer Staples ETF position peaked at $264K in Q3 2025.
290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.