Action Point Financial Planning’s iShares US Consumer Staples ETF IYK Stock Holding History

Action Point Financial Planning’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	$20.8K	Buy	+286	New	+$20.4K	﹤0.01%	1113

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

Action Point Financial Planning's IYK Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares US Consumer Staples ETF (IYK) in Q2 2026: 286 shares worth $20.8K. The stake represents ﹤0.01% of the portfolio and ranks #1113 among its holdings.

286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Action Point Financial Planning held 286 shares of iShares US Consumer Staples ETF worth $20.8K as of Q2 2026.
iShares US Consumer Staples ETF was a new Action Point Financial Planning position in Q2 2026.
iShares US Consumer Staples ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1113 holding.
286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.