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 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 $11.5B AUM 15.23% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Capital Analysts LLC's IYK Position: Q1 2026 in Review

Capital Analysts LLC held its iShares US Consumer Staples ETF (IYK) position steady in Q1 2026 at 198 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1199.

Capital Analysts LLC first reported a position in IYK in Q1 2019 and has held it in 29 quarters since. The position peaked at $80K in Q4 2023. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

Capital Analysts LLC held 198 shares of iShares US Consumer Staples ETF worth $14K as of Q1 2026.
Capital Analysts LLC left its iShares US Consumer Staples ETF share count unchanged in Q1 2026.
iShares US Consumer Staples ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1199 holding.
Capital Analysts LLC first reported a position in iShares US Consumer Staples ETF in Q1 2019 and has held it in 29 quarters since.
Capital Analysts LLC's iShares US Consumer Staples ETF position peaked at $80K in Q4 2023.
290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.