Wealth Enhancement Advisory Services
IYK icon

Wealth Enhancement Advisory Services’s iShares US Consumer Staples ETF IYK Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.36M Sell
18,463
-455
-2% -$32.5K ﹤0.01% 1859
2026
Q1 		$1.32M Buy
18,918
+8,509
+82% +$612K ﹤0.01% 1634
2025
Q4 		$686K Buy
10,409
+99
+1% +$6.72K ﹤0.01% 2235
2025
Q3 		$702K Sell
10,310
-534
-5% -$37.3K ﹤0.01% 2104
2025
Q2 		$772K Buy
10,844
+1,001
+10% +$70.5K ﹤0.01% 1904
2025
Q1 		$704K Buy
9,843
+3,524
+56% +$239K ﹤0.01% 1820
2024
Q4 		$414K Buy
6,319
+3,245
+106% +$223K ﹤0.01% 2125
2024
Q3 		$217K Buy
3,074
+9
+0.3% +$621 ﹤0.01% 2401
2024
Q2 		$202K Sell
3,065
-2,887
-49% -$192K ﹤0.01% 2296
2024
Q1 		$403K Sell
5,952
-51
-0.8% -$3.33K ﹤0.01% 1715
2023
Q4 		$384K Hold
6,003
– – ﹤0.01% 1666
2023
Q3 		$373K Buy
+6,003
New +$397K ﹤0.01% 1607

Other funds holding IYK

KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealth Enhancement Advisory Services's IYK Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares US Consumer Staples ETF (IYK) stake by 2.4% in Q2 2026, selling an estimated $32.5K and leaving 18,463 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1859.

Wealth Enhancement Advisory Services first reported a position in IYK in Q3 2023 and has held it in 12 quarters since. 59 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

  • Wealth Enhancement Advisory Services held 18,463 shares of iShares US Consumer Staples ETF worth $1.36M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 455 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $32.5K.
  • iShares US Consumer Staples ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1859 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares US Consumer Staples ETF in Q3 2023 and has held it in 12 quarters since.
  • 59 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.