SWP
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Stone Wealth Partners’s iShares US Consumer Staples ETF IYK Stock Holding History

Stone Wealth Partners’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 		$817K Sell
11,248
-1,228
-10% -$87.8K 0.6% 40
2026
Q1 		$874K Buy
12,476
+3,396
+37% +$244K 0.78% 31
2025
Q4 		$608K Buy
+9,080
New +$616K 0.54% 38

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

Stone Wealth Partners's IYK Position: Q2 2026 in Review

Stone Wealth Partners reduced its iShares US Consumer Staples ETF (IYK) stake by 9.8% in Q2 2026, selling an estimated $87.8K and leaving 11,248 shares worth $817K. The position accounts for 0.6% of the portfolio, ranked #40.

Stone Wealth Partners first reported a position in IYK in Q4 2025 and has held it in 3 quarters since. The position peaked at $874K in Q1 2026. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

  • Stone Wealth Partners held 11,248 shares of iShares US Consumer Staples ETF worth $817K as of Q2 2026.
  • Stone Wealth Partners sold 1,228 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $87.8K.
  • iShares US Consumer Staples ETF made up 0.6% of Stone Wealth Partners's portfolio in Q2 2026, its #40 holding.
  • Stone Wealth Partners first reported a position in iShares US Consumer Staples ETF in Q4 2025 and has held it in 3 quarters since.
  • Stone Wealth Partners's iShares US Consumer Staples ETF position peaked at $874K in Q1 2026.
  • 286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Stone Wealth Partners's 13F filing for Q2 2026, filed 16 Jul 2026.