Triumph Capital Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Triumph Capital Management’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	$4.65K	Sell	64 -2	-3%	-$143	﹤0.01%	1375
2026 Q1	$4.62K	Sell	66 -59	-47%	-$4.24K	﹤0.01%	1332
2025 Q4	$8.37K	Buy	+125	New	+$8.48K	﹤0.01%	1135
2025 Q3	–	Sell	-3,434	Closed	-$242K	–	331
2025 Q2	$242K	Sell	3,434 -631	-16%	-$44.4K	0.07%	249
2025 Q1	$291K	Sell	4,065 -17	-0.4%	-$1.15K	0.1%	216
2024 Q4	$268K	Buy	+4,082	New	+$280K	0.09%	228

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

Triumph Capital Management's IYK Position: Q2 2026 in Review

Triumph Capital Management reduced its iShares US Consumer Staples ETF (IYK) stake by 3% in Q2 2026, selling an estimated $143 and leaving 64 shares worth $4.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1375.

Triumph Capital Management first reported a position in IYK in Q4 2024 and has held it in 6 quarters since. The position peaked at $291K in Q1 2025. 50 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Triumph Capital Management held 64 shares of iShares US Consumer Staples ETF worth $4.65K as of Q2 2026.
Triumph Capital Management sold 2 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $143.
iShares US Consumer Staples ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1375 holding.
Triumph Capital Management first reported a position in iShares US Consumer Staples ETF in Q4 2024 and has held it in 6 quarters since.
Triumph Capital Management's iShares US Consumer Staples ETF position peaked at $291K in Q1 2025.
50 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.