Compass Financial Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Compass Financial Management’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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Compass Financial Management's IYK Position: Q2 2026 in Review

Compass Financial Management 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.

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

Compass Financial Management 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 position in Q2 2026.
iShares US Consumer Staples ETF made up 0.03% of Compass Financial Management's portfolio in Q2 2026, its #376 holding.
277 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.