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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
Q2 		$1.39M Buy
19,071
+722
+4% +$51.6K 0.63% 27
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 $13.5B AUM 21.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
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

Comprehensive Wealth Management's IYK Position: Q2 2026 in Review

Comprehensive Wealth Management increased its iShares US Consumer Staples ETF (IYK) stake by 3.9% in Q2 2026, buying an estimated $51.6K and bringing the position to 19,071 shares worth $1.39M. The position accounts for 0.63% of the portfolio, ranked #27.

Comprehensive Wealth Management first reported a position in IYK in Q1 2022 and has held it in 18 quarters since. 287 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

  • Comprehensive Wealth Management held 19,071 shares of iShares US Consumer Staples ETF worth $1.39M as of Q2 2026.
  • Comprehensive Wealth Management bought 722 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $51.6K.
  • iShares US Consumer Staples ETF made up 0.63% of Comprehensive Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Comprehensive Wealth Management first reported a position in iShares US Consumer Staples ETF in Q1 2022 and has held it in 18 quarters since.
  • 287 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

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