Sax Wealth Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

Sax 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 Q3	$373K	Buy	+5,271	New	+$391K	0.01%	521

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B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Sax Wealth Advisors's IYK Position: Q3 2026 in Review

Sax Wealth Advisors opened a new position in iShares US Consumer Staples ETF (IYK) in Q3 2026: 5,271 shares worth $373K. The stake represents 0.01% of the portfolio and ranks #521 among its holdings.

21 funds tracked by Wall St. Rank hold IYK as of Q3 2026.

Sax Wealth Advisors held 5,271 shares of iShares US Consumer Staples ETF worth $373K as of Q3 2026.
iShares US Consumer Staples ETF was a new Sax Wealth Advisors position in Q3 2026.
iShares US Consumer Staples ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #521 holding.
21 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.