Cambridge Investment Research Advisors
IYK icon

Cambridge Investment Research Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

Cambridge Investment Research Advisors’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 		$12.7M Sell
174,796
-431
-0.2% -$30.8K 0.03% 573
2026
Q1 		$12.3M Sell
175,227
-127,883
-42% -$9.19M 0.03% 538
2025
Q4 		$20.3M Buy
303,110
+10,590
+4% +$719K 0.05% 364
2025
Q3 		$20M Buy
292,520
+3,723
+1% +$260K 0.05% 344
2025
Q2 		$20.4M Buy
288,797
+29,559
+11% +$2.08M 0.06% 308
2025
Q1 		$18.6M Buy
259,238
+22,157
+9% +$1.5M 0.06% 309
2024
Q4 		$15.6M Buy
237,081
+8,042
+4% +$552K 0.05% 347
2024
Q3 		$16.2M Sell
229,039
-4,785
-2% -$330K 0.06% 341
2024
Q2 		$15.4M Buy
233,824
+4,675
+2% +$311K 0.06% 337
2024
Q1 		$15.5M Buy
229,149
+9,750
+4% +$636K 0.06% 321
2023
Q4 		$14M Sell
219,399
-84,606
-28% -$5.26M 0.06% 306
2023
Q3 		$18.9M Sell
304,005
-2,433
-0.8% -$161K 0.09% 226
2023
Q2 		$20.5M Sell
306,438
-50,967
-14% -$3.42M 0.09% 213
2023
Q1 		$23.7M Buy
357,405
+123,867
+53% +$8.11M 0.12% 183
2022
Q4 		$15.8M Buy
233,538
+103,716
+80% +$6.83M 0.08% 242
2022
Q3 		$7.78M Sell
129,822
-14,589
-10% -$958K 0.04% 394
2022
Q2 		$9.38M Buy
144,411
+36,507
+34% +$2.45M 0.05% 354
2022
Q1 		$7.21M Buy
107,904
+58,101
+117% +$3.87M 0.03% 491
2021
Q4 		$3.32M Buy
49,803
+15,333
+44% +$961K 0.01% 858
2021
Q3 		$2.06M Sell
34,470
-57,648
-63% -$3.55M 0.01% 1077
2021
Q2 		$5.65M Sell
92,118
-16,782
-15% -$1.01M 0.03% 559
2021
Q1 		$6.42M Sell
108,900
-20,721
-16% -$1.21M 0.03% 482
2020
Q4 		$7.49M Buy
129,621
+37,050
+40% +$1.97M 0.04% 385
2020
Q3 		$4.61M Buy
92,571
+75,069
+429% +$3.58M 0.03% 486
2020
Q2 		$744K Buy
17,502
+5,703
+48% +$230K 0.01% 1307
2020
Q1 		$426K Sell
11,799
-19,932
-63% -$845K ﹤0.01% 1460
2019
Q4 		$1.41M Buy
31,731
+20,196
+175% +$864K 0.01% 966
2019
Q3 		$486K Buy
11,535
+186
+2% +$7.69K ﹤0.01% 1518
2019
Q2 		$460K Sell
11,349
-1,128
-9% -$45.4K ﹤0.01% 1476
2019
Q1 		$497K Buy
12,477
+1,410
+13% +$53.7K ﹤0.01% 1478
2018
Q4 		$393K Sell
11,067
-1,431
-11% -$54.6K ﹤0.01% 1462
2018
Q3 		$495K Sell
12,498
-834
-6% -$33.4K ﹤0.01% 1450
2018
Q2 		$526K Sell
13,332
-513
-4% -$19.9K 0.01% 1370
2018
Q1 		$549K Sell
13,845
-681
-5% -$28.2K 0.01% 1300
2017
Q4 		$614K Sell
14,526
-390
-3% -$16K 0.01% 1201
2017
Q3 		$600K Sell
14,916
-120,771
-89% -$4.89M 0.01% 1142
2017
Q2 		$5.51M Buy
135,687
+123,414
+1,006% +$4.96M 0.08% 238
2017
Q1 		$486K Buy
12,273
+1,344
+12% +$52.1K 0.01% 1093
2016
Q4 		$403K Sell
10,929
-30,219
-73% -$1.12M 0.01% 1125
2016
Q3 		$1.56M Buy
41,148
+4,101
+11% +$159K 0.03% 501
2016
Q2 		$1.42M Sell
37,047
-714
-2% -$26.8K 0.03% 470
2016
Q1 		$1.42M Sell
37,761
-27,699
-42% -$985K 0.03% 443
2015
Q4 		$2.37M Buy
65,460
+58,527
+844% +$2.11M 0.06% 310
2015
Q3 		$237K Buy
6,933
+600
+9% +$21.1K 0.01% 1155
2015
Q2 		$221K Buy
6,333
+9
+0.1% +$320 0.01% 1228
2015
Q1 		$223K Buy
+6,324
New +$222K 0.01% 1186

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

Cambridge Investment Research Advisors's IYK Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its iShares US Consumer Staples ETF (IYK) stake by 0.25% in Q2 2026, selling an estimated $30.8K and leaving 174,796 shares worth $12.7M. The position accounts for 0.03% of the portfolio, ranked #573.

Cambridge Investment Research Advisors first reported a position in IYK in Q1 2015 and has held it in 46 quarters since. The position peaked at $23.7M in Q1 2023. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

  • Cambridge Investment Research Advisors held 174,796 shares of iShares US Consumer Staples ETF worth $12.7M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 431 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $30.8K.
  • iShares US Consumer Staples ETF made up 0.03% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #573 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares US Consumer Staples ETF in Q1 2015 and has held it in 46 quarters since.
  • Cambridge Investment Research Advisors's iShares US Consumer Staples ETF position peaked at $23.7M in Q1 2023.
  • 286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.