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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
Q2 		$254K Hold
3,500
– – ﹤0.01% 318
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 $13.5B AUM 21.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
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

Cassaday & Co Wealth Management's IYK Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its iShares US Consumer Staples ETF (IYK) position steady in Q2 2026 at 3,500 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Cassaday & Co Wealth Management first reported a position in IYK in Q4 2025 and has held it in 3 quarters since. 287 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

  • Cassaday & Co Wealth Management held 3,500 shares of iShares US Consumer Staples ETF worth $254K as of Q2 2026.
  • Cassaday & Co Wealth Management left its iShares US Consumer Staples ETF share count unchanged in Q2 2026.
  • iShares US Consumer Staples ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #318 holding.
  • Cassaday & Co Wealth Management first reported a position in iShares US Consumer Staples ETF in Q4 2025 and has held it in 3 quarters since.
  • 287 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.