Accel Wealth Management
IYK icon

Accel Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Accel Wealth 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
Q3 		$404K Buy
5,716
+19
+0.3% +$1.41K 0.09% 181
2026
Q2 		$414K Sell
5,697
-769
-12% -$55K 0.09% 179
2026
Q1 		$453K Sell
6,466
-790
-11% -$56.8K 0.12% 164
2025
Q4 		$486K Sell
7,256
-1,431
-16% -$97.1K 0.13% 153
2025
Q3 		$594K Sell
8,687
-2,782
-24% -$194K 0.17% 129
2025
Q2 		$808K Buy
11,469
+208
+2% +$14.6K 0.27% 87
2025
Q1 		$806K Sell
11,261
-585
-5% -$39.7K 0.29% 84
2024
Q4 		$777K Buy
11,846
+402
+4% +$27.6K 0.29% 84
2024
Q3 		$808K Buy
11,444
+3,002
+36% +$207K 0.3% 81
2024
Q2 		$555K Buy
8,442
+92
+1% +$6.11K 0.22% 110
2024
Q1 		$565K Sell
8,350
-206
-2% -$13.4K 0.24% 101
2023
Q4 		$547K Sell
8,556
-444
-5% -$27.6K 0.27% 91
2023
Q3 		$560K Buy
9,000
+2,199
+32% +$145K 0.31% 82
2023
Q2 		$454K Sell
6,801
-285
-4% -$19.1K 0.25% 98
2023
Q1 		$471K Buy
7,086
+1,734
+32% +$113K 0.19% 125
2022
Q4 		$362K Buy
5,352
+4,677
+693% +$308K 0.17% 108
2022
Q3 		$42K Hold
675
– – 0.02% 406
2022
Q2 		$44K Hold
675
– – 0.03% 378
2022
Q1 		$46K Hold
675
– – 0.02% 391
2021
Q4 		$45K Hold
675
– – 0.02% 396
2021
Q3 		$40K Hold
675
– – 0.03% 361
2021
Q2 		$41K Buy
675
+525
+350% +$31.6K 0.03% 375
2021
Q1 		$9K Buy
+150
New +$8.78K 0.01% 673

Other funds holding IYK

Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Key Client Fiduciary Advisors
Key Client Fiduciary Advisors Fairfield, New Jersey $358M AUM 21.09% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
WealthSpring Partners
WealthSpring Partners Long Beach, California $94.4M AUM 11.13% 1-Year Est. Return
Centerline Wealth Advisors
Centerline Wealth Advisors Louisville, Kentucky $321M AUM 13.56% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
Madison Park Capital Advisors
Madison Park Capital Advisors Seattle, Washington $156M AUM 10.74% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Accel Wealth Management's IYK Position: Q3 2026 in Review

Accel Wealth Management increased its iShares US Consumer Staples ETF (IYK) stake by 0.33% in Q3 2026, buying an estimated $1.41K and bringing the position to 5,716 shares worth $404K. The position accounts for 0.09% of the portfolio, ranked #181.

Accel Wealth Management first reported a position in IYK in Q1 2021 and has held it in 23 quarters since. The position peaked at $808K in Q2 2025. 103 funds tracked by Wall St. Rank hold IYK as of Q3 2026.

  • Accel Wealth Management held 5,716 shares of iShares US Consumer Staples ETF worth $404K as of Q3 2026.
  • Accel Wealth Management bought 19 iShares US Consumer Staples ETF shares in Q3 2026, an estimated $1.41K.
  • iShares US Consumer Staples ETF made up 0.09% of Accel Wealth Management's portfolio in Q3 2026, its #181 holding.
  • Accel Wealth Management first reported a position in iShares US Consumer Staples ETF in Q1 2021 and has held it in 23 quarters since.
  • Accel Wealth Management's iShares US Consumer Staples ETF position peaked at $808K in Q2 2025.
  • 103 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.