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Ashton Thomas Private Wealth’s iShares US Consumer Staples ETF IYK Stock Holding History

Ashton Thomas Private Wealth’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 		$51.2K Sell
705
-362
-34% -$25.9K ﹤0.01% 1355
2026
Q1 		$74.7K Buy
+1,067
New +$76.7K ﹤0.01% 1223
2024
Q3 		– Sell
-691
Closed -$45.4K – 1244
2024
Q2 		$45.4K Buy
+691
New +$45.9K ﹤0.01% 941

Other funds holding IYK

DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
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

Ashton Thomas Private Wealth's IYK Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its iShares US Consumer Staples ETF (IYK) stake by 34% in Q2 2026, selling an estimated $25.9K and leaving 705 shares worth $51.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1355.

Ashton Thomas Private Wealth first reported a position in IYK in Q2 2024 and has held it in 3 quarters since. The position peaked at $74.7K in Q1 2026. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

  • Ashton Thomas Private Wealth held 705 shares of iShares US Consumer Staples ETF worth $51.2K as of Q2 2026.
  • Ashton Thomas Private Wealth sold 362 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $25.9K.
  • iShares US Consumer Staples ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1355 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares US Consumer Staples ETF in Q2 2024 and has held it in 3 quarters since.
  • Ashton Thomas Private Wealth's iShares US Consumer Staples ETF position peaked at $74.7K in Q1 2026.
  • 286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.