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Cassaday & Co Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Cassaday & Co Wealth Management’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 		$245K Sell
3,500
-53
-1% -$3.81K 0.01% 308
2025
Q4 		$238K Buy
+3,553
New +$241K 0.01% 319

Other funds holding IYK

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cassaday & Co Wealth Management's IYK Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its iShares US Consumer Staples ETF (IYK) stake by 1.5% in Q1 2026, selling an estimated $3.81K and leaving 3,500 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #308.

Cassaday & Co Wealth Management first reported a position in IYK in Q4 2025 and has held it in 2 quarters since. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

  • Cassaday & Co Wealth Management held 3,500 shares of iShares US Consumer Staples ETF worth $245K as of Q1 2026.
  • Cassaday & Co Wealth Management sold 53 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $3.81K.
  • iShares US Consumer Staples ETF made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #308 holding.
  • Cassaday & Co Wealth Management first reported a position in iShares US Consumer Staples ETF in Q4 2025 and has held it in 2 quarters since.
  • 290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.