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 Q2	$35.9K	Buy	494 +1	+0.2%	+$71	﹤0.01%	514
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 $13.5B AUM 21.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Physician Wealth Advisors's IYK Position: Q2 2026 in Review

Physician Wealth Advisors increased its iShares US Consumer Staples ETF (IYK) stake by 0.2% in Q2 2026, buying an estimated $71 and bringing the position to 494 shares worth $35.9K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

Physician Wealth Advisors first reported a position in IYK in Q4 2024 and has held it in 7 quarters since. 287 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Physician Wealth Advisors held 494 shares of iShares US Consumer Staples ETF worth $35.9K as of Q2 2026.
Physician Wealth Advisors bought 1 iShares US Consumer Staples ETF share in Q2 2026, an estimated $71.
iShares US Consumer Staples ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #514 holding.
Physician Wealth Advisors first reported a position in iShares US Consumer Staples ETF in Q4 2024 and has held it in 7 quarters since.
287 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.