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IYK icon

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
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
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JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $376B 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 $431B 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