Prosperity Capital Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

Prosperity Capital 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	$319K	Sell	4,385 -1,129	-20%	-$80.7K	0.02%	332
2026 Q1	$386K	Sell	5,514 -848	-13%	-$61K	0.02%	293
2025 Q4	$426K	Sell	6,362 -422	-6%	-$28.6K	0.03%	273
2025 Q3	$464K	Sell	6,784 -5,977	-47%	-$417K	0.03%	286
2025 Q2	$899K	Sell	12,761 -422	-3%	-$29.7K	0.06%	184
2025 Q1	$945K	Buy	13,183 +5,234	+66%	+$355K	0.07%	162
2024 Q4	$521K	Sell	7,949 -1,213	-13%	-$83.3K	0.04%	218
2024 Q3	$647K	Sell	9,162 -228	-2%	-$15.7K	0.06%	195
2024 Q2	$617K	Sell	9,390 -1,297	-12%	-$86.2K	0.07%	168
2024 Q1	$723K	Sell	10,687 -1,781	-14%	-$116K	0.09%	175
2023 Q4	$797K	Sell	12,468 -129	-1%	-$8.03K	0.09%	115
2023 Q3	$783K	Sell	12,597 -540	-4%	-$35.7K	0.1%	105
2023 Q2	$877K	Buy	13,137 +525	+4%	+$35.2K	0.12%	97
2023 Q1	$837K	Sell	12,612 -504	-4%	-$33K	0.13%	85
2022 Q4	$887K	Buy	+13,116	New	+$863K	0.27%	62

Other funds holding IYK

KCFA

Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

CWA

Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

SLP

Storen Legacy Partners Zionsville, Indiana $367M AUM

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

PWM

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

WSFG

Wall Street Financial Group Carlinville, Illinois $187M AUM 51.01% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Prosperity Capital Advisors's IYK Position: Q2 2026 in Review

Prosperity Capital Advisors reduced its iShares US Consumer Staples ETF (IYK) stake by 20% in Q2 2026, selling an estimated $80.7K and leaving 4,385 shares worth $319K. The position accounts for 0.02% of the portfolio, ranked #332.

Prosperity Capital Advisors first reported a position in IYK in Q4 2022 and has held it in 15 quarters since. The position peaked at $945K in Q1 2025. 59 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Prosperity Capital Advisors held 4,385 shares of iShares US Consumer Staples ETF worth $319K as of Q2 2026.
Prosperity Capital Advisors sold 1,129 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $80.7K.
iShares US Consumer Staples ETF made up 0.02% of Prosperity Capital Advisors's portfolio in Q2 2026, its #332 holding.
Prosperity Capital Advisors first reported a position in iShares US Consumer Staples ETF in Q4 2022 and has held it in 15 quarters since.
Prosperity Capital Advisors's iShares US Consumer Staples ETF position peaked at $945K in Q1 2025.
59 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

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