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Centerline Wealth Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

Centerline Wealth Advisors’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 		$3.3M Sell
45,380
-18,582
-29% -$1.33M 1.03% 24
2026
Q1 		$4.48M Buy
+63,962
New +$4.6M 1.61% 21

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
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
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Centerline Wealth Advisors's IYK Position: Q2 2026 in Review

Centerline Wealth Advisors reduced its iShares US Consumer Staples ETF (IYK) stake by 29% in Q2 2026, selling an estimated $1.33M and leaving 45,380 shares worth $3.3M. The position accounts for 1.03% of the portfolio, ranked #24.

Centerline Wealth Advisors first reported a position in IYK in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.48M in Q1 2026. 82 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

  • Centerline Wealth Advisors held 45,380 shares of iShares US Consumer Staples ETF worth $3.3M as of Q2 2026.
  • Centerline Wealth Advisors sold 18,582 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $1.33M.
  • iShares US Consumer Staples ETF made up 1.03% of Centerline Wealth Advisors's portfolio in Q2 2026, its #24 holding.
  • Centerline Wealth Advisors first reported a position in iShares US Consumer Staples ETF in Q1 2026 and has held it in 2 quarters since.
  • Centerline Wealth Advisors's iShares US Consumer Staples ETF position peaked at $4.48M in Q1 2026.
  • 82 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Centerline Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.