Capitol Family Office’s iShares US Consumer Staples ETF IYK Stock Holding History

Capitol Family Office’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	$21.6K	Hold	297	–	–	0.02%	38
2026 Q1	$19.9K	Hold	297	–	–	0.02%	39
2025 Q4	$19.9K	Hold	297	–	–	0.02%	39
2025 Q3	$20.3K	Hold	297	–	–	0.02%	39
2025 Q2	$20.9K	Hold	297	–	–	0.03%	39
2025 Q1	$21.3K	Buy	+297	New	+$20.2K	0.03%	39
2023 Q3	–	Sell	-5,247	Closed	-$350K	–	17
2023 Q2	$350K	Sell	5,247 -37,968	-88%	-$2.55M	0.8%	10
2023 Q1	$2.87M	Buy	43,215 +468	+1%	+$30.6K	5.66%	5
2022 Q4	$2.89M	Buy	+42,747	New	+$2.81M	5.85%	7

Other funds holding IYK

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

KCFA

Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

WealthSpring Partners Long Beach, California $116M AUM

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Capitol Family Office's IYK Position: Q2 2026 in Review

Capitol Family Office held its iShares US Consumer Staples ETF (IYK) position steady in Q2 2026 at 297 shares worth $21.6K. The position accounts for 0.02% of the portfolio, ranked #38.

Capitol Family Office first reported a position in IYK in Q4 2022 and has held it in 9 quarters since. The position peaked at $2.89M in Q4 2022. 161 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Capitol Family Office held 297 shares of iShares US Consumer Staples ETF worth $21.6K as of Q2 2026.
Capitol Family Office left its iShares US Consumer Staples ETF share count unchanged in Q2 2026.
iShares US Consumer Staples ETF made up 0.02% of Capitol Family Office's portfolio in Q2 2026, its #38 holding.
Capitol Family Office first reported a position in iShares US Consumer Staples ETF in Q4 2022 and has held it in 9 quarters since.
Capitol Family Office's iShares US Consumer Staples ETF position peaked at $2.89M in Q4 2022.
161 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Capitol Family Office's 13F filing for Q2 2026, filed 31 Jul 2026.