Picton Mahoney Asset Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Picton Mahoney Asset 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	$63K	Sell	900 -1,500	-63%	-$108K	﹤0.01%	932
2025 Q4	$161K	Sell	2,400 -1,000	-29%	-$67.9K	﹤0.01%	826
2025 Q3	$233K	Buy	3,400 +500	+17%	+$34.9K	﹤0.01%	653
2025 Q2	$205K	Buy	2,900 +400	+16%	+$28.2K	﹤0.01%	582
2025 Q1	$179K	Hold	2,500	–	–	﹤0.01%	407
2024 Q4	$164K	Sell	2,500 -2,700	-52%	-$185K	﹤0.01%	349
2024 Q3	$366K	Buy	+5,200	New	+$359K	0.01%	284
2024 Q2	–	Sell	-14,800	Closed	-$1M	–	625
2024 Q1	$1M	Buy	+14,800	New	+$965K	0.03%	226

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 $8.41B AUM

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 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

Picton Mahoney Asset Management's IYK Position: Q1 2026 in Review

Picton Mahoney Asset Management reduced its iShares US Consumer Staples ETF (IYK) stake by 63% in Q1 2026, selling an estimated $108K and leaving 900 shares worth $63K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Picton Mahoney Asset Management first reported a position in IYK in Q1 2024 and has held it in 8 quarters since. The position peaked at $1M in Q1 2024. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

Picton Mahoney Asset Management held 900 shares of iShares US Consumer Staples ETF worth $63K as of Q1 2026.
Picton Mahoney Asset Management sold 1,500 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $108K.
iShares US Consumer Staples ETF made up ﹤0.01% of Picton Mahoney Asset Management's portfolio in Q1 2026, its #932 holding.
Picton Mahoney Asset Management first reported a position in iShares US Consumer Staples ETF in Q1 2024 and has held it in 8 quarters since.
Picton Mahoney Asset Management's iShares US Consumer Staples ETF position peaked at $1M in Q1 2024.
290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2026, filed 13 May 2026.