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Conservest Capital Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

Conservest Capital 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 		$2.65M Sell
36,530
-719
-2% -$51.4K 0.21% 46
2026
Q1 		$2.61M Sell
37,249
-7,278
-16% -$523K 0.24% 41
2025
Q4 		$2.98M Sell
44,527
-30
-0.1% -$2.04K 0.27% 33
2025
Q3 		$3.05M Buy
44,557
+213
+0.5% +$14.9K 0.28% 30
2025
Q2 		$3.13M Buy
44,344
+194
+0.4% +$13.7K 0.31% 29
2025
Q1 		$3.16M Sell
44,150
-3,838
-8% -$261K 0.33% 29
2024
Q4 		$3.15M Sell
47,988
-493
-1% -$33.9K 0.33% 29
2024
Q3 		$3.28M Hold
48,481
– – 0.34% 32
2024
Q2 		$3.28M Hold
48,481
– – 0.35% 29
2024
Q1 		$3.28M Sell
48,481
-647
-1% -$42.2K 0.33% 32
2023
Q4 		$3.14M Sell
49,128
-1,026
-2% -$63.8K 0.33% 33
2023
Q3 		$3.12M Sell
50,154
-600
-1% -$39.6K 0.38% 28
2023
Q2 		$3.39M Buy
50,754
+114
+0.2% +$7.65K 0.39% 26
2023
Q1 		$3.36M Sell
50,640
-435
-0.9% -$28.5K 0.4% 26
2022
Q4 		$3.45M Buy
+51,075
New +$3.36M 0.44% 25
2022
Q3 		– Sell
-51,681
Closed -$3.39M – 25
2022
Q2 		$3.36M Sell
51,681
-45
-0.1% -$3.02K 0.42% 26
2022
Q1 		$3.46M Buy
51,726
+2,112
+4% +$141K 0.38% 25
2021
Q4 		$3.31M Sell
49,614
-2,079
-4% -$130K 0.35% 25
2021
Q3 		$3.1M Sell
51,693
-243
-0.5% -$15K 0.35% 26
2021
Q2 		$3.18M Buy
51,936
+2,412
+5% +$145K 0.36% 27
2021
Q1 		$2.92M Sell
49,524
-117
-0.2% -$6.85K 0.34% 26
2020
Q4 		$2.87M Sell
49,641
-2,556
-5% -$136K 0.34% 26
2020
Q3 		$2.6M Buy
52,197
+147
+0.3% +$7.01K 0.35% 27
2020
Q2 		$2.21M Sell
52,050
-195
-0.4% -$7.87K 0.32% 26
2020
Q1 		$1.88M Sell
52,245
-222
-0.4% -$9.41K 0.31% 26
2019
Q4 		$2.33M Sell
52,467
-1,278
-2% -$54.6K 0.3% 34
2019
Q3 		$2.27M Buy
53,745
+1,701
+3% +$70.3K 0.33% 35
2019
Q2 		$2.11M Sell
52,044
-693
-1% -$27.9K 0.31% 39
2019
Q1 		$2.1M Buy
52,737
+192
+0.4% +$7.32K 0.32% 39
2018
Q4 		$1.86M Buy
52,545
+6
+0% +$229 0.31% 41
2018
Q3 		$2.08M Sell
52,539
-312
-0.6% -$12.5K 0.31% 38
2018
Q2 		$2.08M Sell
52,851
-13,917
-21% -$541K 0.32% 38
2018
Q1 		$2.65M Sell
66,768
-360
-0.5% -$14.9K 0.58% 26
2017
Q4 		$2.84M Sell
67,128
-312
-0.5% -$12.8K 0.56% 28
2017
Q3 		$2.71M Sell
67,440
-120
-0.2% -$4.86K 0.43% 35
2017
Q2 		$2.74M Sell
67,560
-903
-1% -$36.3K 0.58% 25
2017
Q1 		$2.71M Buy
+68,463
New +$2.66M 0.57% 25

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

Conservest Capital Advisors's IYK Position: Q2 2026 in Review

Conservest Capital Advisors reduced its iShares US Consumer Staples ETF (IYK) stake by 1.9% in Q2 2026, selling an estimated $51.4K and leaving 36,530 shares worth $2.65M. The position accounts for 0.21% of the portfolio, ranked #46.

Conservest Capital Advisors first reported a position in IYK in Q1 2017 and has held it in 37 quarters since. The position peaked at $3.46M in Q1 2022. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

  • Conservest Capital Advisors held 36,530 shares of iShares US Consumer Staples ETF worth $2.65M as of Q2 2026.
  • Conservest Capital Advisors sold 719 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $51.4K.
  • iShares US Consumer Staples ETF made up 0.21% of Conservest Capital Advisors's portfolio in Q2 2026, its #46 holding.
  • Conservest Capital Advisors first reported a position in iShares US Consumer Staples ETF in Q1 2017 and has held it in 37 quarters since.
  • Conservest Capital Advisors's iShares US Consumer Staples ETF position peaked at $3.46M in Q1 2022.
  • 286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Conservest Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.