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Commonwealth Retirement Investments’s iShares US Consumer Staples ETF IYK Stock Holding History

Commonwealth Retirement Investments’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 		$248K Sell
3,537
-7,088
-67% -$510K 0.08% 117
2025
Q4 		$711K Buy
+10,625
New +$721K 0.23% 82
2024
Q1 		– Sell
-24,714
Closed -$1.58M – 85
2023
Q4 		$1.58M Buy
+24,714
New +$1.54M 0.84% 38

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 $6.51B AUM 23.96% 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

Commonwealth Retirement Investments's IYK Position: Q1 2026 in Review

Commonwealth Retirement Investments reduced its iShares US Consumer Staples ETF (IYK) stake by 67% in Q1 2026, selling an estimated $510K and leaving 3,537 shares worth $248K. The position accounts for 0.08% of the portfolio, ranked #117.

Commonwealth Retirement Investments first reported a position in IYK in Q4 2023 and has held it in 3 quarters since. The position peaked at $1.58M in Q4 2023. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

  • Commonwealth Retirement Investments held 3,537 shares of iShares US Consumer Staples ETF worth $248K as of Q1 2026.
  • Commonwealth Retirement Investments sold 7,088 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $510K.
  • iShares US Consumer Staples ETF made up 0.08% of Commonwealth Retirement Investments's portfolio in Q1 2026, its #117 holding.
  • Commonwealth Retirement Investments first reported a position in iShares US Consumer Staples ETF in Q4 2023 and has held it in 3 quarters since.
  • Commonwealth Retirement Investments's iShares US Consumer Staples ETF position peaked at $1.58M in Q4 2023.
  • 290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2026, filed 11 May 2026.