Perigon Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Perigon Wealth Management’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	$547K	Hold	7,816	–	–	0.01%	757
2025 Q4	$523K	Buy	7,816 +1	+0%	+$68	0.01%	775
2025 Q3	$535K	Buy	7,815 +2	+0%	+$140	0.01%	719
2025 Q2	$551K	Buy	7,813 +1	+0%	+$70	0.01%	643
2025 Q1	$559K	Hold	7,812	–	–	0.01%	609
2024 Q4	$504K	Hold	7,812	–	–	0.01%	640
2024 Q3	$551K	Buy	7,812 +1	+0%	+$69	0.01%	589
2024 Q2	$514K	Buy	7,811 +2	+0%	+$133	0.01%	526
2024 Q1	$528K	Buy	7,809 +9	+0.1%	+$587	0.02%	519
2023 Q4	$498K	Hold	7,800	–	–	0.02%	498
2023 Q3	$485K	Sell	7,800 -243	-3%	-$16.1K	0.02%	450
2023 Q2	$537K	Hold	8,043	–	–	0.02%	441
2023 Q1	$534K	Hold	8,043	–	–	0.03%	381
2022 Q4	$544K	Buy	+8,043	New	+$529K	0.03%	375

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

Perigon Wealth Management's IYK Position: Q1 2026 in Review

Perigon Wealth Management held its iShares US Consumer Staples ETF (IYK) position steady in Q1 2026 at 7,816 shares worth $547K. The position accounts for 0.01% of the portfolio, ranked #757.

Perigon Wealth Management first reported a position in IYK in Q4 2022 and has held it in 14 quarters since. The position peaked at $559K in Q1 2025. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

Perigon Wealth Management held 7,816 shares of iShares US Consumer Staples ETF worth $547K as of Q1 2026.
Perigon Wealth Management left its iShares US Consumer Staples ETF share count unchanged in Q1 2026.
iShares US Consumer Staples ETF made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #757 holding.
Perigon Wealth Management first reported a position in iShares US Consumer Staples ETF in Q4 2022 and has held it in 14 quarters since.
Perigon Wealth Management's iShares US Consumer Staples ETF position peaked at $559K in Q1 2025.
290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.