Capital Analysts LLC’s iShares US Consumer Staples ETF IYK Stock Holding History

Capital Analysts LLC’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	$14K	Hold	198	–	–	﹤0.01%	1233
2026 Q1	$14K	Hold	198	–	–	﹤0.01%	1199
2025 Q4	$13K	Hold	198	–	–	﹤0.01%	1195
2025 Q3	$14K	Hold	198	–	–	﹤0.01%	1136
2025 Q2	$14K	Hold	198	–	–	﹤0.01%	1089
2025 Q1	$14K	Sell	198 -453	-70%	-$30.8K	﹤0.01%	1062
2024 Q4	$43K	Buy	651 +453	+229%	+$31.1K	﹤0.01%	781
2024 Q3	$14K	Hold	198	–	–	﹤0.01%	963
2024 Q2	$13K	Hold	198	–	–	﹤0.01%	924
2024 Q1	$13K	Sell	198 -1,059	-84%	-$69K	﹤0.01%	893
2023 Q4	$80K	Buy	1,257 +1,059	+535%	+$65.9K	﹤0.01%	570
2023 Q3	$12K	Hold	198	–	–	﹤0.01%	857
2023 Q2	$13K	Hold	198	–	–	﹤0.01%	787
2023 Q1	$13K	Hold	198	–	–	﹤0.01%	783
2022 Q4	$13K	Hold	198	–	–	﹤0.01%	821
2022 Q3	$12K	Hold	198	–	–	﹤0.01%	777
2022 Q2	$13K	Hold	198	–	–	﹤0.01%	762
2022 Q1	$13K	Hold	198	–	–	﹤0.01%	720
2021 Q4	$13K	Hold	198	–	–	﹤0.01%	777
2021 Q3	$12K	Hold	198	–	–	﹤0.01%	768
2021 Q2	$12K	Hold	198	–	–	﹤0.01%	721
2021 Q1	$12K	Hold	198	–	–	﹤0.01%	768
2020 Q4	$11K	Hold	198	–	–	﹤0.01%	562
2020 Q3	$10K	Hold	198	–	–	﹤0.01%	584
2020 Q2	$8K	Hold	198	–	–	﹤0.01%	570
2020 Q1	$7K	Hold	198	–	–	﹤0.01%	551
2019 Q4	$9K	Hold	198	–	–	﹤0.01%	557
2019 Q3	$8K	Hold	198	–	–	﹤0.01%	562
2019 Q2	$8K	Hold	198	–	–	﹤0.01%	549
2019 Q1	$7K	Buy	+198	New	+$7.55K	﹤0.01%	543

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

Capital Analysts LLC's IYK Position: Q2 2026 in Review

Capital Analysts LLC held its iShares US Consumer Staples ETF (IYK) position steady in Q2 2026 at 198 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1233.

Capital Analysts LLC first reported a position in IYK in Q1 2019 and has held it in 30 quarters since. The position peaked at $80K in Q4 2023. 287 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Capital Analysts LLC held 198 shares of iShares US Consumer Staples ETF worth $14K as of Q2 2026.
Capital Analysts LLC left its iShares US Consumer Staples ETF share count unchanged in Q2 2026.
iShares US Consumer Staples ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1233 holding.
Capital Analysts LLC first reported a position in iShares US Consumer Staples ETF in Q1 2019 and has held it in 30 quarters since.
Capital Analysts LLC's iShares US Consumer Staples ETF position peaked at $80K in Q4 2023.
287 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

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