CJ
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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
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 $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Caitlin John's IYK Position: Q1 2026 in Review

Caitlin John held its iShares US Consumer Staples ETF (IYK) position steady in Q1 2026 at 891 shares worth $62.4K. The position accounts for 0.04% of the portfolio, ranked #277.

Caitlin John first reported a position in IYK in Q4 2023 and has held it in 8 quarters since. The position peaked at $81.9K in Q3 2025. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

  • Caitlin John held 891 shares of iShares US Consumer Staples ETF worth $62.4K as of Q1 2026.
  • Caitlin John left its iShares US Consumer Staples ETF share count unchanged in Q1 2026.
  • iShares US Consumer Staples ETF made up 0.04% of Caitlin John's portfolio in Q1 2026, its #277 holding.
  • Caitlin John first reported a position in iShares US Consumer Staples ETF in Q4 2023 and has held it in 8 quarters since.
  • Caitlin John's iShares US Consumer Staples ETF position peaked at $81.9K in Q3 2025.
  • 290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.