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

Sovran 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 		$1.35M Buy
17,511
+330
+2% +$23.6K 0.1% 220
2026
Q1 		$1.23M Sell
17,181
-318
-2% -$22.9K 0.1% 210
2025
Q4 		$1.22M Sell
17,499
-39
-0.2% -$2.65K 0.1% 199
2025
Q3 		$1.17M Sell
17,538
-1,291
-7% -$90.1K 0.1% 196
2025
Q2 		$1.33M Sell
18,829
-913
-5% -$64.3K 0.14% 167
2025
Q1 		$1.41M Buy
19,742
+1,033
+6% +$70.1K 0.18% 134
2024
Q4 		$1.2M Buy
+18,709
New +$1.29M 0.17% 134

Other funds holding IYK

DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
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

Sovran Advisors's IYK Position: Q2 2026 in Review

Sovran Advisors increased its iShares US Consumer Staples ETF (IYK) stake by 1.9% in Q2 2026, buying an estimated $23.6K and bringing the position to 17,511 shares worth $1.35M. The position accounts for 0.1% of the portfolio, ranked #220.

Sovran Advisors first reported a position in IYK in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.41M in Q1 2025. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

  • Sovran Advisors held 17,511 shares of iShares US Consumer Staples ETF worth $1.35M as of Q2 2026.
  • Sovran Advisors bought 330 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $23.6K.
  • iShares US Consumer Staples ETF made up 0.1% of Sovran Advisors's portfolio in Q2 2026, its #220 holding.
  • Sovran Advisors first reported a position in iShares US Consumer Staples ETF in Q4 2024 and has held it in 7 quarters since.
  • Sovran Advisors's iShares US Consumer Staples ETF position peaked at $1.41M in Q1 2025.
  • 286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.