WealthSpring Partners’s iShares US Consumer Staples ETF IYK Stock Holding History

WealthSpring 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	$7.29M	Buy	100,371 +1,714	+2%	+$123K	6.27%	3
2026 Q1	$6.91M	Buy	98,657 +1,453	+1%	+$104K	6.34%	4
2025 Q4	$6.5M	Buy	+97,204	New	+$6.6M	6.66%	5
2023 Q3	$11.3M	Buy	182,355 +8,454	+5%	+$558K	8.47%	3
2023 Q2	$11.6M	Buy	173,901 +41,832	+32%	+$2.81M	8.4%	3
2023 Q1	$8.77M	Buy	132,069 +4,617	+4%	+$302K	6.79%	5
2022 Q4	$8.61M	Buy	+127,452	New	+$8.39M	6.73%	5

Other funds holding IYK

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

WealthSpring Partners's IYK Position: Q2 2026 in Review

WealthSpring Partners increased its iShares US Consumer Staples ETF (IYK) stake by 1.7% in Q2 2026, buying an estimated $123K and bringing the position to 100,371 shares worth $7.29M. The position accounts for 6.27% of the portfolio, ranked #3.

WealthSpring Partners first reported a position in IYK in Q4 2022 and has held it in 7 quarters since. The position peaked at $11.6M in Q2 2023. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

WealthSpring Partners held 100,371 shares of iShares US Consumer Staples ETF worth $7.29M as of Q2 2026.
WealthSpring Partners bought 1,714 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $123K.
iShares US Consumer Staples ETF made up 6.27% of WealthSpring Partners's portfolio in Q2 2026, its #3 holding.
WealthSpring Partners first reported a position in iShares US Consumer Staples ETF in Q4 2022 and has held it in 7 quarters since.
WealthSpring Partners's iShares US Consumer Staples ETF position peaked at $11.6M in Q2 2023.
286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on WealthSpring Partners's 13F filing for Q2 2026, filed 5 Aug 2026.