Concurrent Investment Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

Concurrent Investment Advisors’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	$1.11M	Buy	15,234 +5,142	+51%	+$368K	0.01%	961
2026 Q1	$707K	Buy	10,092 +97	+1%	+$6.97K	0.01%	1042
2025 Q4	$669K	Buy	9,995 +964	+11%	+$65.4K	0.01%	1020
2025 Q3	$618K	Buy	9,031 +136	+2%	+$9.49K	0.01%	829
2025 Q2	$627K	Buy	8,895 +933	+12%	+$65.7K	0.01%	762
2025 Q1	$570K	Buy	7,962 +18	+0.2%	+$1.22K	0.01%	711
2024 Q4	$521K	Buy	+7,944	New	+$546K	0.01%	657

Other funds holding IYK

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

KCFA

Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

CWA

Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

SLP

Storen Legacy Partners Zionsville, Indiana $367M AUM

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

Concurrent Investment Advisors's IYK Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares US Consumer Staples ETF (IYK) stake by 51% in Q2 2026, buying an estimated $368K and bringing the position to 15,234 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #961.

Concurrent Investment Advisors first reported a position in IYK in Q4 2024 and has held it in 7 quarters since. 131 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Concurrent Investment Advisors held 15,234 shares of iShares US Consumer Staples ETF worth $1.11M as of Q2 2026.
Concurrent Investment Advisors bought 5,142 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $368K.
iShares US Consumer Staples ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #961 holding.
Concurrent Investment Advisors first reported a position in iShares US Consumer Staples ETF in Q4 2024 and has held it in 7 quarters since.
131 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.