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Capital Investment Advisory Services’s iShares US Consumer Staples ETF IYK Stock Holding History

Capital Investment Advisory Services’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 		$99.2K Buy
1,366
+500
+58% +$35.7K 0.01% 814
2026
Q1 		$60.6K Buy
866
+4
+0.5% +$288 ﹤0.01% 826
2025
Q4 		$57.7K Buy
862
+8
+0.9% +$543 ﹤0.01% 801
2025
Q3 		$58.4K Sell
854
-39
-4% -$2.72K ﹤0.01% 755
2025
Q2 		$63K Buy
893
+4
+0.4% +$282 0.01% 716
2025
Q1 		$63.6K Buy
889
+12
+1% +$815 0.01% 676
2024
Q4 		$57.5K Buy
877
+7
+0.8% +$481 0.01% 639
2024
Q3 		$61.4K Buy
870
+5
+0.6% +$345 0.01% 653
2024
Q2 		$56.9K Sell
865
-515
-37% -$34.2K 0.01% 644
2024
Q1 		$93.3K Buy
1,380
+6
+0.4% +$391 0.01% 573
2023
Q4 		$87.9K Sell
1,374
-393
-22% -$24.4K 0.01% 605
2023
Q3 		$110K Hold
1,767
– – 0.01% 545
2023
Q2 		$118K Buy
1,767
+3
+0.2% +$201 0.01% 522
2023
Q1 		$117K Buy
1,764
+9
+0.5% +$589 0.01% 520
2022
Q4 		$119K Buy
+1,755
New +$116K 0.01% 521

Other funds holding IYK

KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
SLP
Storen Legacy Partners Zionsville, Indiana $367M AUM
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
WSFG
Wall Street Financial Group Carlinville, Illinois $187M AUM 51.01% 1-Year Est. Return

Capital Investment Advisory Services's IYK Position: Q2 2026 in Review

Capital Investment Advisory Services increased its iShares US Consumer Staples ETF (IYK) stake by 58% in Q2 2026, buying an estimated $35.7K and bringing the position to 1,366 shares worth $99.2K. The position accounts for 0.01% of the portfolio, ranked #814.

Capital Investment Advisory Services first reported a position in IYK in Q4 2022 and has held it in 15 quarters since. The position peaked at $119K in Q4 2022. 82 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

  • Capital Investment Advisory Services held 1,366 shares of iShares US Consumer Staples ETF worth $99.2K as of Q2 2026.
  • Capital Investment Advisory Services bought 500 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $35.7K.
  • iShares US Consumer Staples ETF made up 0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #814 holding.
  • Capital Investment Advisory Services first reported a position in iShares US Consumer Staples ETF in Q4 2022 and has held it in 15 quarters since.
  • Capital Investment Advisory Services's iShares US Consumer Staples ETF position peaked at $119K in Q4 2022.
  • 82 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.