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Comprehensive Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Comprehensive Wealth 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
Q1 		$1.28M Buy
18,349
+170
+0.9% +$12.2K 0.65% 28
2025
Q4 		$1.22M Buy
18,179
+2,223
+14% +$151K 0.72% 29
2025
Q3 		$1.09M Buy
15,956
+4,388
+38% +$306K 0.77% 27
2025
Q2 		$815K Sell
11,568
-267
-2% -$18.8K 0.66% 27
2025
Q1 		$847K Buy
11,835
+1,724
+17% +$117K 0.59% 23
2024
Q4 		$663K Buy
10,111
+1,279
+14% +$87.9K 0.5% 25
2024
Q3 		$623K Buy
8,832
+351
+4% +$24.2K 0.41% 21
2024
Q2 		$558K Buy
8,481
+172
+2% +$11.4K 0.41% 20
2024
Q1 		$562K Buy
8,309
+947
+13% +$61.7K 0.44% 19
2023
Q4 		$470K Sell
7,362
-159
-2% -$9.89K 0.42% 27
2023
Q3 		$468K Buy
7,521
+291
+4% +$19.2K 0.44% 26
2023
Q2 		$483K Buy
7,230
+420
+6% +$28.2K 0.42% 25
2023
Q1 		$452K Buy
6,810
+756
+12% +$49.5K 0.37% 26
2022
Q4 		$409K Buy
6,054
+243
+4% +$16K 0.38% 26
2022
Q3 		$348K Buy
5,811
+186
+3% +$12.2K 0.35% 26
2022
Q2 		$366K Buy
5,625
+1,452
+35% +$97.6K 0.32% 24
2022
Q1 		$279K Buy
+4,173
New +$278K 0.28% 28

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

Comprehensive Wealth Management's IYK Position: Q1 2026 in Review

Comprehensive Wealth Management increased its iShares US Consumer Staples ETF (IYK) stake by 0.94% in Q1 2026, buying an estimated $12.2K and bringing the position to 18,349 shares worth $1.28M. The position accounts for 0.65% of the portfolio, ranked #28.

Comprehensive Wealth Management first reported a position in IYK in Q1 2022 and has held it in 17 quarters since. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

  • Comprehensive Wealth Management held 18,349 shares of iShares US Consumer Staples ETF worth $1.28M as of Q1 2026.
  • Comprehensive Wealth Management bought 170 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $12.2K.
  • iShares US Consumer Staples ETF made up 0.65% of Comprehensive Wealth Management's portfolio in Q1 2026, its #28 holding.
  • Comprehensive Wealth Management first reported a position in iShares US Consumer Staples ETF in Q1 2022 and has held it in 17 quarters since.
  • 290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Comprehensive Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.