Steph & Co’s iShares US Consumer Staples ETF IYK Stock Holding History

Steph & Co’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	$111K	Hold	1,530	–	–	0.03%	136
2026 Q1	$107K	Hold	1,530	–	–	0.03%	138
2025 Q4	$102K	Hold	1,530	–	–	0.03%	143
2025 Q3	$105K	Hold	1,530	–	–	0.03%	144
2025 Q2	$108K	Hold	1,530	–	–	0.04%	134
2025 Q1	$110K	Hold	1,530	–	–	0.04%	144
2024 Q4	$100K	Hold	1,530	–	–	0.03%	153
2024 Q3	$108K	Hold	1,530	–	–	0.03%	153
2024 Q2	$101K	Hold	1,530	–	–	0.03%	151
2024 Q1	$103K	Hold	1,530	–	–	0.04%	150
2023 Q4	$97.8K	Hold	1,530	–	–	0.05%	141
2023 Q3	$95.1K	Hold	1,530	–	–	0.05%	152
2023 Q2	$102K	Hold	1,530	–	–	0.06%	141
2023 Q1	$102K	Hold	1,530	–	–	0.06%	140
2022 Q4	$103K	Hold	1,530	–	–	0.07%	140
2022 Q3	$92K	Hold	1,530	–	–	0.06%	130
2022 Q2	$99K	Hold	1,530	–	–	0.06%	131
2022 Q1	$102K	Hold	1,530	–	–	0.06%	145
2021 Q4	$102K	Hold	1,530	–	–	0.06%	148
2021 Q3	$92K	Hold	1,530	–	–	0.06%	143
2021 Q2	$94K	Hold	1,530	–	–	0.06%	141
2021 Q1	$90K	Buy	+1,530	New	+$89.6K	0.06%	140

Other funds holding IYK

KCFA

Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Steph & Co's IYK Position: Q2 2026 in Review

Steph & Co held its iShares US Consumer Staples ETF (IYK) position steady in Q2 2026 at 1,530 shares worth $111K. The position accounts for 0.03% of the portfolio, ranked #136.

Steph & Co first reported a position in IYK in Q1 2021 and has held it in 22 quarters since. 44 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Steph & Co held 1,530 shares of iShares US Consumer Staples ETF worth $111K as of Q2 2026.
Steph & Co left its iShares US Consumer Staples ETF share count unchanged in Q2 2026.
iShares US Consumer Staples ETF made up 0.03% of Steph & Co's portfolio in Q2 2026, its #136 holding.
Steph & Co first reported a position in iShares US Consumer Staples ETF in Q1 2021 and has held it in 22 quarters since.
44 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.