Chas P. Smith & Associates (CPS)’s iShares US Consumer Staples ETF IYK Stock Holding History

Chas P. Smith & Associates (CPS)’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	$242K	Buy	+3,330	New	+$238K	0.01%	171

Other funds holding IYK

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Chas P. Smith & Associates (CPS)'s IYK Position: Q2 2026 in Review

Chas P. Smith & Associates (CPS) opened a new position in iShares US Consumer Staples ETF (IYK) in Q2 2026: 3,330 shares worth $242K. The stake represents 0.01% of the portfolio and ranks #171 among its holdings.

288 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Chas P. Smith & Associates (CPS) held 3,330 shares of iShares US Consumer Staples ETF worth $242K as of Q2 2026.
iShares US Consumer Staples ETF was a new Chas P. Smith & Associates (CPS) position in Q2 2026.
iShares US Consumer Staples ETF made up 0.01% of Chas P. Smith & Associates (CPS)'s portfolio in Q2 2026, its #171 holding.
288 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Chas P. Smith & Associates (CPS)'s 13F filing for Q2 2026, filed 11 Sep 2026.