SageView Advisory Group’s iShares US Consumer Staples ETF IYK Stock Holding History

SageView Advisory Group’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	–	Sell	-155	Closed	-$10.4K	–	1517
2025 Q4	$10.4K	Buy	+155	New	+$10.5K	﹤0.01%	1700

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

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 $445B AUM 25.58% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

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

SageView Advisory Group's IYK Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares US Consumer Staples ETF (IYK) in Q1 2026, closing a stake of 155 shares — an estimated $10.4K sold.

SageView Advisory Group first reported a position in IYK in Q4 2025 and held it in 1 quarter. The position peaked at $10.4K in Q4 2025. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

SageView Advisory Group reported no remaining iShares US Consumer Staples ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 155 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $10.4K.
SageView Advisory Group first reported a position in iShares US Consumer Staples ETF in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's iShares US Consumer Staples ETF position peaked at $10.4K in Q4 2025.
290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.