Commonwealth Equity Services’s iShares US Consumer Staples ETF IYK Stock Holding History

Commonwealth Equity Services’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	$9.92M	Sell	136,573 -4,808	-3%	-$344K	0.01%	946
2026 Q1	$9.9M	Buy	141,381 +99,307	+236%	+$7.14M	0.01%	892
2025 Q4	$2.82M	Sell	42,074 -218,586	-84%	-$14.8M	﹤0.01%	1726
2025 Q3	$17.8M	Buy	260,660 +192,106	+280%	+$13.4M	0.02%	625
2025 Q2	$4.83M	Sell	68,554 -215,904	-76%	-$15.2M	0.01%	1353
2025 Q1	$20.4M	Buy	284,458 +213,545	+301%	+$14.5M	0.03%	553
2024 Q4	$4.65M	Sell	70,913 -57,293	-45%	-$3.94M	0.01%	1280
2024 Q3	$9.05M	Sell	128,206 -94,777	-43%	-$6.54M	0.01%	881
2024 Q2	$14.7M	Buy	222,983 +6,378	+3%	+$424K	0.02%	627
2024 Q1	$14.6M	Buy	216,605 +9,308	+4%	+$607K	0.02%	620
2023 Q4	$13.2M	Sell	207,297 -2,430	-1%	-$151K	0.02%	604
2023 Q3	$13M	Buy	209,727 +4,740	+2%	+$313K	0.03%	572
2023 Q2	$13.7M	Sell	204,987 -5,514	-3%	-$370K	0.03%	562
2023 Q1	$14K	Buy	210,501 +14,943	+8%	+$978K	0.03%	531
2022 Q4	$13.2M	Sell	195,558 -40,383	-17%	-$2.66M	0.03%	523
2022 Q3	$14.1M	Sell	235,941 -70,434	-23%	-$4.63M	0.04%	449
2022 Q2	$19.9M	Buy	306,375 +218,397	+248%	+$14.7M	0.05%	351
2022 Q1	$5.88M	Buy	87,978 +25,434	+41%	+$1.69M	0.01%	869
2021 Q4	$4.17M	Sell	62,544 -3,537	-5%	-$222K	0.01%	1026
2021 Q3	$3.96M	Buy	66,081 +1,791	+3%	+$110K	0.01%	1009
2021 Q2	$3.94M	Buy	64,290 +4,215	+7%	+$253K	0.01%	986
2021 Q1	$3.54M	Sell	60,075 -5,016	-8%	-$294K	0.01%	965
2020 Q4	$3.76M	Buy	65,091 +31,299	+93%	+$1.66M	0.01%	870
2020 Q3	$1.68M	Buy	33,792 +2,475	+8%	+$118K	0.01%	1191
2020 Q2	$1.33M	Sell	31,317 -6,978	-18%	-$282K	0.01%	1255
2020 Q1	$1.38M	Buy	38,295 +12,750	+50%	+$540K	0.01%	1091
2019 Q4	$1.13M	Sell	25,545 -315	-1%	-$13.5K	﹤0.01%	1346
2019 Q3	$1.09M	Sell	25,860 -1,995	-7%	-$82.5K	﹤0.01%	1314
2019 Q2	$1.13M	Buy	27,855 +1,341	+5%	+$54K	0.01%	1273
2019 Q1	$1.05M	Sell	26,514 -236,787	-90%	-$9.03M	﹤0.01%	1274
2018 Q4	$9.34M	Buy	263,301 +233,343	+779%	+$8.91M	0.05%	340
2018 Q3	$1.19M	Sell	29,958 -2,493	-8%	-$99.8K	0.01%	1200
2018 Q2	$1.28M	Sell	32,451 -594	-2%	-$23.1K	0.01%	1147
2018 Q1	$1.31M	Sell	33,045 -3,573	-10%	-$148K	0.01%	1098
2017 Q4	$1.55M	Sell	36,618 -360	-1%	-$14.8K	0.01%	981
2017 Q3	$1.49M	Sell	36,978 -6,849	-16%	-$278K	0.01%	971
2017 Q2	$1.78M	Buy	43,827 +3,807	+10%	+$153K	0.01%	838
2017 Q1	$1.58M	Sell	40,020 -1,959	-5%	-$76K	0.01%	870
2016 Q4	$1.55M	Sell	41,979 -3,900	-9%	-$144K	0.01%	835
2016 Q3	$1.74M	Sell	45,879 -2,031	-4%	-$78.6K	0.01%	746
2016 Q2	$1.84M	Buy	47,910 +1,170	+3%	+$44K	0.02%	687
2016 Q1	$1.75M	Buy	46,740 +3,795	+9%	+$135K	0.02%	695
2015 Q4	$1.55M	Sell	42,945 -2,985	-6%	-$108K	0.01%	714
2015 Q3	$1.57M	Buy	45,930 +3,165	+7%	+$111K	0.02%	682
2015 Q2	$1.5M	Sell	42,765 -5,601	-12%	-$199K	0.01%	755
2015 Q1	$1.7M	Sell	48,366 -3,729	-7%	-$131K	0.02%	676
2014 Q4	$1.82M	Buy	52,095 +15,153	+41%	+$519K	0.02%	614
2014 Q3	$1.22M	Sell	36,942 -3,732	-9%	-$124K	0.01%	769
2014 Q2	$1.35M	Buy	40,674 +4,101	+11%	+$133K	0.02%	719
2014 Q1	$1.16M	Buy	36,573 +2,781	+8%	+$86.6K	0.02%	722
2013 Q4	$1.08M	Buy	33,792 +2,208	+7%	+$68.7K	0.02%	732
2013 Q3	$940K	Buy	31,584 +1,440	+5%	+$43.1K	0.02%	759
2013 Q2	$872K	Buy	+30,144	New	+$878K	0.02%	734

Other funds holding IYK

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

KCFA

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

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

CWA

Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Commonwealth Equity Services's IYK Position: Q2 2026 in Review

Commonwealth Equity Services reduced its iShares US Consumer Staples ETF (IYK) stake by 3.4% in Q2 2026, selling an estimated $344K and leaving 136,573 shares worth $9.92M. The position accounts for 0.01% of the portfolio, ranked #946.

Commonwealth Equity Services first reported a position in IYK in Q2 2013 and has held it in 53 quarters since. The position peaked at $20.4M in Q1 2025. 114 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Commonwealth Equity Services held 136,573 shares of iShares US Consumer Staples ETF worth $9.92M as of Q2 2026.
Commonwealth Equity Services sold 4,808 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $344K.
iShares US Consumer Staples ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #946 holding.
Commonwealth Equity Services first reported a position in iShares US Consumer Staples ETF in Q2 2013 and has held it in 53 quarters since.
Commonwealth Equity Services's iShares US Consumer Staples ETF position peaked at $20.4M in Q1 2025.
114 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.