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

Caldwell Sutter 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 Q2	$12K	Hold	165	–	–	﹤0.01%	583
2026 Q1	$11.6K	Hold	165	–	–	﹤0.01%	540
2025 Q4	$11K	Hold	165	–	–	﹤0.01%	536
2025 Q3	$11.3K	Hold	165	–	–	﹤0.01%	528
2025 Q2	$11.6K	Hold	165	–	–	0.01%	516
2025 Q1	$11.8K	Sell	165 -237	-59%	-$16.1K	0.01%	520
2024 Q4	$26.4K	Hold	402	–	–	0.01%	440
2024 Q3	$28.4K	Hold	402	–	–	0.01%	434
2024 Q2	$26.4K	Hold	402	–	–	0.01%	439
2024 Q1	$27.2K	Sell	402 -417	-51%	-$27.2K	0.01%	431
2023 Q4	$52.3K	Hold	819	–	–	0.03%	327
2023 Q3	$50.9K	Hold	819	–	–	0.03%	318
2023 Q2	$54.7K	Buy	+819	New	+$55K	0.03%	314

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

Caldwell Sutter Capital's IYK Position: Q2 2026 in Review

Caldwell Sutter Capital held its iShares US Consumer Staples ETF (IYK) position steady in Q2 2026 at 165 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

Caldwell Sutter Capital first reported a position in IYK in Q2 2023 and has held it in 13 quarters since. The position peaked at $54.7K in Q2 2023. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Caldwell Sutter Capital held 165 shares of iShares US Consumer Staples ETF worth $12K as of Q2 2026.
Caldwell Sutter Capital left its iShares US Consumer Staples ETF share count unchanged in Q2 2026.
iShares US Consumer Staples ETF made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #583 holding.
Caldwell Sutter Capital first reported a position in iShares US Consumer Staples ETF in Q2 2023 and has held it in 13 quarters since.
Caldwell Sutter Capital's iShares US Consumer Staples ETF position peaked at $54.7K in Q2 2023.
286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.