AlphaCore Capital’s iShares US Consumer Staples ETF IYK Stock Holding History

AlphaCore Capital’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 Q1	–	Sell	-50	Closed	-$3.35K	–	1378
2025 Q4	$3.35K	Hold	50	–	–	﹤0.01%	1377
2025 Q3	$3.42K	Hold	50	–	–	﹤0.01%	1043
2025 Q2	$3.52K	Buy	+50	New	+$3.52K	﹤0.01%	1018
2022 Q2	–	Sell	-30	Closed	-$2K	–	162
2022 Q1	$2K	Buy	+30	New	+$2K	﹤0.01%	136

Other funds holding IYK

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AlphaCore Capital's IYK Position: Q1 2026 in Review

AlphaCore Capital sold out of iShares US Consumer Staples ETF (IYK) in Q1 2026, closing a stake of 50 shares — an estimated $3.35K sold.

AlphaCore Capital first reported a position in IYK in Q1 2022 and held it in 4 quarters. The position peaked at $3.52K in Q2 2025. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

AlphaCore Capital reported no remaining iShares US Consumer Staples ETF position as of Q1 2026 after selling out during the quarter.
AlphaCore Capital sold 50 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $3.35K.
AlphaCore Capital first reported a position in iShares US Consumer Staples ETF in Q1 2022 and held it in 4 quarters.
AlphaCore Capital's iShares US Consumer Staples ETF position peaked at $3.52K in Q2 2025.
290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.