Concord Wealth Partners’s iShares US Consumer Staples ETF IYK Stock Holding History

Concord Wealth Partners’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	–	Sell	-144	Closed	-$9.64K	–	509
2025 Q4	$9.64K	Buy	+144	New	+$9.77K	﹤0.01%	546
2023 Q3	–	Sell	-8,754	Closed	-$584K	–	1058
2023 Q2	$584K	Sell	8,754 -99	-1%	-$6.64K	0.13%	100
2023 Q1	$588K	Hold	8,853	–	–	0.17%	78
2022 Q4	$598K	Sell	8,853 -861	-9%	-$56.7K	0.18%	77
2022 Q3	$582K	Hold	9,714	–	–	0.18%	78
2022 Q2	$631K	Hold	9,714	–	–	0.17%	82
2022 Q1	$649K	Sell	9,714 -945	-9%	-$63K	0.17%	81
2021 Q4	$711K	Buy	10,659 +9,762	+1,088%	+$612K	0.17%	74
2021 Q3	$54K	Sell	897 -9,681	-92%	-$596K	0.02%	202
2021 Q2	$648K	Sell	10,578 -1,356	-11%	-$81.5K	0.19%	52
2021 Q1	$704K	Sell	11,934 -19,443	-62%	-$1.14M	0.24%	40
2020 Q4	$1.81M	Buy	+31,377	New	+$1.66M	1.4%	10

Other funds holding IYK

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Concord Wealth Partners's IYK Position: Q1 2026 in Review

Concord Wealth Partners sold out of iShares US Consumer Staples ETF (IYK) in Q1 2026, closing a stake of 144 shares — an estimated $9.64K sold.

Concord Wealth Partners first reported a position in IYK in Q4 2020 and held it in 12 quarters. The position peaked at $1.81M in Q4 2020. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

Concord Wealth Partners reported no remaining iShares US Consumer Staples ETF position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 144 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $9.64K.
Concord Wealth Partners first reported a position in iShares US Consumer Staples ETF in Q4 2020 and held it in 12 quarters.
Concord Wealth Partners's iShares US Consumer Staples ETF position peaked at $1.81M in Q4 2020.
290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.