Center for Wealth Management Advisory’s iShares US Consumer Staples ETF IYK Stock Holding History

Center for Wealth Management Advisory’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	$209K	Buy	+2,977	New	+$214K	0.15%	61

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

Center for Wealth Management Advisory's IYK Position: Q1 2026 in Review

Center for Wealth Management Advisory opened a new position in iShares US Consumer Staples ETF (IYK) in Q1 2026: 2,977 shares worth $209K. The stake represents 0.15% of the portfolio and ranks #61 among its holdings.

290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

Center for Wealth Management Advisory held 2,977 shares of iShares US Consumer Staples ETF worth $209K as of Q1 2026.
iShares US Consumer Staples ETF was a new Center for Wealth Management Advisory position in Q1 2026.
iShares US Consumer Staples ETF made up 0.15% of Center for Wealth Management Advisory's portfolio in Q1 2026, its #61 holding.
290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.