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 Q2	$240K	Sell	3,306 -231	-7%	-$16.5K	0.07%	118
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 $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

Commonwealth Retirement Investments's IYK Position: Q2 2026 in Review

Commonwealth Retirement Investments reduced its iShares US Consumer Staples ETF (IYK) stake by 6.5% in Q2 2026, selling an estimated $16.5K and leaving 3,306 shares worth $240K. The position accounts for 0.07% of the portfolio, ranked #118.

Commonwealth Retirement Investments first reported a position in IYK in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.58M in Q4 2023. 288 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Commonwealth Retirement Investments held 3,306 shares of iShares US Consumer Staples ETF worth $240K as of Q2 2026.
Commonwealth Retirement Investments sold 231 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $16.5K.
iShares US Consumer Staples ETF made up 0.07% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #118 holding.
Commonwealth Retirement Investments first reported a position in iShares US Consumer Staples ETF in Q4 2023 and has held it in 4 quarters since.
Commonwealth Retirement Investments's iShares US Consumer Staples ETF position peaked at $1.58M in Q4 2023.
288 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.