Caitlin John’s iShares US Consumer Staples ETF IYK Stock Holding History

Caitlin John’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	$64.7K	Hold	891	–	–	0.04%	325
2026 Q1	$62.4K	Hold	891	–	–	0.04%	277
2025 Q4	$59.6K	Sell	891 -306	-26%	-$20.8K	0.04%	285
2025 Q3	$81.9K	Buy	+1,197	New	+$83.5K	0.06%	210
2025 Q1	–	Sell	-1,197	Closed	-$78.5K	–	469
2024 Q4	$78.5K	Buy	1,197 +111	+10%	+$7.63K	0.05%	191
2024 Q3	$74.5K	Buy	1,086 +891	+457%	+$61.5K	0.05%	197
2024 Q2	$12.8K	Hold	195	–	–	0.01%	419
2024 Q1	$13.2K	Hold	195	–	–	0.01%	415
2023 Q4	$12.5K	Buy	+195	New	+$12.1K	0.01%	403

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

Caitlin John's IYK Position: Q2 2026 in Review

Caitlin John held its iShares US Consumer Staples ETF (IYK) position steady in Q2 2026 at 891 shares worth $64.7K. The position accounts for 0.04% of the portfolio, ranked #325.

Caitlin John first reported a position in IYK in Q4 2023 and has held it in 9 quarters since. The position peaked at $81.9K in Q3 2025. 287 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Caitlin John held 891 shares of iShares US Consumer Staples ETF worth $64.7K as of Q2 2026.
Caitlin John left its iShares US Consumer Staples ETF share count unchanged in Q2 2026.
iShares US Consumer Staples ETF made up 0.04% of Caitlin John's portfolio in Q2 2026, its #325 holding.
Caitlin John first reported a position in iShares US Consumer Staples ETF in Q4 2023 and has held it in 9 quarters since.
Caitlin John's iShares US Consumer Staples ETF position peaked at $81.9K in Q3 2025.
287 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.