COMPASS FINANCIAL MANAGEMENT LLC’s iShares US Consumer Staples ETF IYK Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$256K	Buy	+3,527	New	+$252K	0.03%	376

Other funds holding IYK

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

KCFA

Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's IYK Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares US Consumer Staples ETF (IYK) in Q2 2026: 3,527 shares worth $256K. The stake represents 0.03% of the portfolio and ranks #376 among its holdings.

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

COMPASS FINANCIAL MANAGEMENT LLC held 3,527 shares of iShares US Consumer Staples ETF worth $256K as of Q2 2026.
iShares US Consumer Staples ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
iShares US Consumer Staples ETF made up 0.03% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #376 holding.
222 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.