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

SOA 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 Q2	$43K	Buy	592 +3	+0.5%	+$214	0.01%	417
2026 Q1	$41.2K	Buy	589 +3	+0.5%	+$216	0.01%	402
2025 Q4	$39.2K	Buy	586 +6	+1%	+$407	0.01%	407
2025 Q3	$39.7K	Buy	580 +4	+0.7%	+$279	0.01%	409
2025 Q2	$40.6K	Buy	576 +3	+0.5%	+$211	0.01%	398
2025 Q1	$41K	Buy	573 +2	+0.4%	+$136	0.01%	369
2024 Q4	$37.4K	Buy	571 +5	+0.9%	+$343	0.01%	367
2024 Q3	$40K	Buy	566 +4	+0.7%	+$276	0.01%	356
2024 Q2	$37K	Buy	562 +3	+0.5%	+$199	0.01%	351
2024 Q1	$37.8K	Buy	559 +1	+0.2%	+$65	0.01%	343
2023 Q4	$35.7K	Buy	558 +9	+2%	+$560	0.01%	339
2023 Q3	$34.1K	Hold	549	–	–	0.01%	337
2023 Q2	$36.6K	Buy	549 +3	+0.5%	+$201	0.01%	330
2023 Q1	$36.3K	Buy	546 +3	+0.6%	+$196	0.01%	324
2022 Q4	$36.7K	Buy	543 +9	+2%	+$592	0.01%	315
2022 Q3	$32K	Hold	534	–	–	0.01%	314
2022 Q2	$34K	Buy	534 +3	+0.6%	+$202	0.01%	304
2022 Q1	$35K	Hold	531	–	–	0.01%	361
2021 Q4	$35K	Buy	531 +6	+1%	+$376	0.01%	352
2021 Q3	$31K	Hold	525	–	–	0.01%	379
2021 Q2	$32K	Buy	525 +3	+0.6%	+$180	0.01%	380
2021 Q1	$30K	Hold	522	–	–	0.01%	331
2020 Q4	$31K	Buy	+522	New	+$27.7K	0.01%	323

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

SOA Wealth Advisors's IYK Position: Q2 2026 in Review

SOA Wealth Advisors increased its iShares US Consumer Staples ETF (IYK) stake by 0.51% in Q2 2026, buying an estimated $214 and bringing the position to 592 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #417.

SOA Wealth Advisors first reported a position in IYK in Q4 2020 and has held it in 23 quarters since. 287 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

SOA Wealth Advisors held 592 shares of iShares US Consumer Staples ETF worth $43K as of Q2 2026.
SOA Wealth Advisors bought 3 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $214.
iShares US Consumer Staples ETF made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #417 holding.
SOA Wealth Advisors first reported a position in iShares US Consumer Staples ETF in Q4 2020 and has held it in 23 quarters since.
287 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.