Y-Intercept (HK)’s iShares US Consumer Staples ETF IYK Stock Holding History

Y-Intercept (HK)’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	$306K	Buy	+4,218	New	+$301K	0.01%	1462
2023 Q2	–	Sell	-3,567	Closed	-$237K	–	1495
2023 Q1	$237K	Buy	+3,567	New	+$233K	0.03%	879

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

Y-Intercept (HK)'s IYK Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in iShares US Consumer Staples ETF (IYK) in Q2 2026: 4,218 shares worth $306K. The stake represents 0.01% of the portfolio and ranks #1462 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in IYK as recently as Q1 2023.

Y-Intercept (HK) first reported a position in IYK in Q1 2023 and has held it in 2 quarters since. 287 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Y-Intercept (HK) held 4,218 shares of iShares US Consumer Staples ETF worth $306K as of Q2 2026.
iShares US Consumer Staples ETF was a new Y-Intercept (HK) position in Q2 2026.
iShares US Consumer Staples ETF made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1462 holding.
Y-Intercept (HK) first reported a position in iShares US Consumer Staples ETF in Q1 2023 and has held it in 2 quarters since.
287 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.