Principal Securities’s iShares US Consumer Staples ETF IYK Stock Holding History

Principal Securities’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	$4.84M	Buy	66,583 +35,047	+111%	+$2.5M	0.06%	296
2026 Q1	$2.21M	Sell	31,536 -12,086	-28%	-$869K	0.03%	456
2025 Q4	$2.92M	Buy	43,622 +2,101	+5%	+$143K	0.05%	351
2025 Q3	$2.84M	Buy	41,521 +2,942	+8%	+$205K	0.05%	346
2025 Q2	$2.72M	Sell	38,579 -5,478	-12%	-$386K	0.05%	328
2025 Q1	$2.89M	Hold	44,057	–	–	0.06%	275
2024 Q4	$2.89M	Buy	44,057 +41	+0.1%	+$2.82K	0.07%	275
2024 Q3	$3.11M	Buy	44,016 +7,237	+20%	+$499K	0.08%	247
2024 Q2	$2.42M	Sell	36,779 -236	-0.6%	-$15.7K	0.07%	267
2024 Q1	$2.5M	Sell	37,015 -4,754	-11%	-$310K	0.08%	240
2023 Q4	$2.67M	Buy	+41,769	New	+$2.6M	0.1%	196

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

Principal Securities's IYK Position: Q2 2026 in Review

Principal Securities increased its iShares US Consumer Staples ETF (IYK) stake by 111% in Q2 2026, buying an estimated $2.5M and bringing the position to 66,583 shares worth $4.84M. The position accounts for 0.06% of the portfolio, ranked #296.

Principal Securities first reported a position in IYK in Q4 2023 and has held it in 11 quarters since. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Principal Securities held 66,583 shares of iShares US Consumer Staples ETF worth $4.84M as of Q2 2026.
Principal Securities bought 35,047 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $2.5M.
iShares US Consumer Staples ETF made up 0.06% of Principal Securities's portfolio in Q2 2026, its #296 holding.
Principal Securities first reported a position in iShares US Consumer Staples ETF in Q4 2023 and has held it in 11 quarters since.
286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.