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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
Q2 		– Sell
-3,730
Closed -$261K – 454
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 $13.5B AUM 21.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
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

Calton & Associates's IYK Position: Q2 2026 in Review

Calton & Associates sold out of iShares US Consumer Staples ETF (IYK) in Q2 2026, closing a stake of 3,730 shares — an estimated $261K sold.

Calton & Associates first reported a position in IYK in Q4 2017 and held it in 21 quarters. The position peaked at $2.23M in Q4 2022. 288 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

  • Calton & Associates reported no remaining iShares US Consumer Staples ETF position as of Q2 2026 after selling out during the quarter.
  • Calton & Associates sold 3,730 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $261K.
  • Calton & Associates first reported a position in iShares US Consumer Staples ETF in Q4 2017 and held it in 21 quarters.
  • Calton & Associates's iShares US Consumer Staples ETF position peaked at $2.23M in Q4 2022.
  • 288 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.