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Calton & Associates’s iShares US Consumer Staples ETF IYK Stock Holding History

Calton & Associates’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 		$261K Sell
3,730
-733
-16% -$52.7K 0.04% 352
2025
Q4 		$299K Sell
4,463
-1,362
-23% -$92.4K 0.04% 328
2025
Q3 		$398K Sell
5,825
-909
-13% -$63.4K 0.06% 274
2025
Q2 		$475K Sell
6,734
-110
-2% -$7.75K 0.08% 211
2025
Q1 		$490K Buy
6,844
+2,050
+43% +$139K 0.11% 173
2024
Q4 		$314K Sell
4,794
-3,453
-42% -$237K 0.14% 144
2024
Q3 		$582K Buy
8,247
+62
+0.8% +$4.28K 0.22% 104
2024
Q2 		$538K Sell
8,185
-1,281
-14% -$85.1K 0.27% 87
2024
Q1 		$640K Sell
9,466
-1,442
-13% -$94K 0.31% 76
2023
Q4 		$697K Buy
10,908
+2,745
+34% +$171K 0.28% 86
2023
Q3 		$508K Sell
8,163
-11,895
-59% -$786K 0.74% 32
2023
Q2 		$1.34M Sell
20,058
-12,174
-38% -$817K 0.62% 42
2023
Q1 		$2.14M Sell
32,232
-753
-2% -$49.3K 0.99% 29
2022
Q4 		$2.23M Buy
32,985
+9,669
+41% +$636K 0.86% 28
2022
Q3 		$1.4M Buy
23,316
+12,561
+117% +$825K 0.8% 32
2022
Q2 		$699K Buy
+10,755
New +$723K 0.39% 64
2021
Q2 		– Sell
-9,636
Closed -$568K – 420
2021
Q1 		$568K Sell
9,636
-7,269
-43% -$426K 0.11% 174
2020
Q4 		$977K Buy
16,905
+11,505
+213% +$610K 0.17% 108
2020
Q3 		$269K Buy
+5,400
New +$258K 0.06% 250
2020
Q2 		– Sell
-8,628
Closed -$311K – 346
2020
Q1 		$311K Buy
+8,628
New +$366K 0.08% 202
2018
Q1 		– Sell
-624
Closed -$27K – 829
2017
Q4 		$27K Buy
+624
New +$25.6K 0.01% 828

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

Calton & Associates's IYK Position: Q1 2026 in Review

Calton & Associates reduced its iShares US Consumer Staples ETF (IYK) stake by 16% in Q1 2026, selling an estimated $52.7K and leaving 3,730 shares worth $261K. The position accounts for 0.04% of the portfolio, ranked #352.

Calton & Associates first reported a position in IYK in Q4 2017 and has held it in 21 quarters since. The position peaked at $2.23M in Q4 2022. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

  • Calton & Associates held 3,730 shares of iShares US Consumer Staples ETF worth $261K as of Q1 2026.
  • Calton & Associates sold 733 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $52.7K.
  • iShares US Consumer Staples ETF made up 0.04% of Calton & Associates's portfolio in Q1 2026, its #352 holding.
  • Calton & Associates first reported a position in iShares US Consumer Staples ETF in Q4 2017 and has held it in 21 quarters since.
  • Calton & Associates's iShares US Consumer Staples ETF position peaked at $2.23M in Q4 2022.
  • 290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.