Physician Wealth Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

Physician Wealth Advisors’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	$34.5K	Buy	493 +2	+0.4%	+$144	﹤0.01%	488
2025 Q4	$32.9K	Buy	491 +3	+0.6%	+$204	﹤0.01%	474
2025 Q3	$33.4K	Buy	488 +2	+0.4%	+$140	﹤0.01%	455
2025 Q2	$34.3K	Buy	486 +2	+0.4%	+$141	0.01%	412
2025 Q1	$34.7K	Buy	484 +1	+0.2%	+$68	0.01%	389
2024 Q4	$31.7K	Buy	+483	New	+$33.2K	0.01%	411

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

Physician Wealth Advisors's IYK Position: Q1 2026 in Review

Physician Wealth Advisors increased its iShares US Consumer Staples ETF (IYK) stake by 0.41% in Q1 2026, buying an estimated $144 and bringing the position to 493 shares worth $34.5K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Physician Wealth Advisors first reported a position in IYK in Q4 2024 and has held it in 6 quarters since. The position peaked at $34.7K in Q1 2025. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

Physician Wealth Advisors held 493 shares of iShares US Consumer Staples ETF worth $34.5K as of Q1 2026.
Physician Wealth Advisors bought 2 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $144.
iShares US Consumer Staples ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #488 holding.
Physician Wealth Advisors first reported a position in iShares US Consumer Staples ETF in Q4 2024 and has held it in 6 quarters since.
Physician Wealth Advisors's iShares US Consumer Staples ETF position peaked at $34.7K in Q1 2025.
290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.