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

Clearstead 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
Q1 		$141K Buy
2,010
+10
+0.5% +$719 ﹤0.01% 1066
2025
Q4 		$134K Buy
2,000
+340
+20% +$23.1K ﹤0.01% 1036
2025
Q3 		$114K Buy
1,660
+11
+0.7% +$768 ﹤0.01% 1011
2025
Q2 		$116K Sell
1,649
-482
-23% -$33.9K ﹤0.01% 1021
2025
Q1 		$152K Buy
2,131
+9
+0.4% +$611 ﹤0.01% 890
2024
Q4 		$139K Buy
2,122
+16
+0.8% +$1.1K ﹤0.01% 939
2024
Q3 		$149K Buy
2,106
+16
+0.8% +$1.1K ﹤0.01% 934
2024
Q2 		$137K Buy
2,090
+13
+0.6% +$864 ﹤0.01% 926
2024
Q1 		$141K Buy
2,077
+7
+0.3% +$456 0.01% 527
2023
Q4 		$132K Sell
2,070
-1,992
-49% -$124K 0.01% 526
2023
Q3 		$253K Buy
4,062
+2,031
+100% +$134K 0.01% 520
2023
Q2 		$136K Buy
2,031
+9
+0.4% +$604 0.01% 505
2023
Q1 		$134K Buy
2,022
+9
+0.4% +$589 0.01% 455
2022
Q4 		$136K Buy
+2,013
New +$132K 0.01% 439

Other funds holding IYK

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Clearstead Advisors's IYK Position: Q1 2026 in Review

Clearstead Advisors increased its iShares US Consumer Staples ETF (IYK) stake by 0.5% in Q1 2026, buying an estimated $719 and bringing the position to 2,010 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

Clearstead Advisors first reported a position in IYK in Q4 2022 and has held it in 14 quarters since. The position peaked at $253K in Q3 2023. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

  • Clearstead Advisors held 2,010 shares of iShares US Consumer Staples ETF worth $141K as of Q1 2026.
  • Clearstead Advisors bought 10 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $719.
  • iShares US Consumer Staples ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1066 holding.
  • Clearstead Advisors first reported a position in iShares US Consumer Staples ETF in Q4 2022 and has held it in 14 quarters since.
  • Clearstead Advisors's iShares US Consumer Staples ETF position peaked at $253K in Q3 2023.
  • 290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.