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

Cordatus 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	$296K	Hold	4,233	–	–	0.07%	143
2025 Q4	$283K	Hold	4,233	–	–	0.07%	147
2025 Q3	$289K	Hold	4,233	–	–	0.07%	139
2025 Q2	$298K	Hold	4,233	–	–	0.07%	143
2025 Q1	$303K	Hold	4,233	–	–	0.08%	129
2024 Q4	$278K	Hold	4,233	–	–	0.07%	131
2024 Q3	$299K	Hold	4,233	–	–	0.11%	106
2024 Q2	$278K	Buy	+4,233	New	+$281K	0.1%	109
2023 Q3	–	Sell	-4,233	Closed	-$283K	–	102
2023 Q2	$283K	Buy	+4,233	New	+$284K	0.11%	115
2022 Q4	–	Sell	-4,233	Closed	-$254K	–	75
2022 Q3	$254K	Hold	4,233	–	–	0.27%	55
2022 Q2	$275K	Hold	4,233	–	–	0.13%	126
2022 Q1	$283K	Hold	4,233	–	–	0.1%	141
2021 Q4	$282K	Buy	+4,233	New	+$265K	0.08%	146
2021 Q1	$250K	Hold	4,233	–	–	0.1%	147
2020 Q4	$245K	Hold	4,233	–	–	0.1%	138
2020 Q3	$211K	Buy	+4,233	New	+$202K	0.1%	137

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

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

Cordatus Wealth Management held its iShares US Consumer Staples ETF (IYK) position steady in Q1 2026 at 4,233 shares worth $296K. The position accounts for 0.07% of the portfolio, ranked #143.

Cordatus Wealth Management first reported a position in IYK in Q3 2020 and has held it in 16 quarters since. The position peaked at $303K in Q1 2025. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

Cordatus Wealth Management held 4,233 shares of iShares US Consumer Staples ETF worth $296K as of Q1 2026.
Cordatus Wealth Management left its iShares US Consumer Staples ETF share count unchanged in Q1 2026.
iShares US Consumer Staples ETF made up 0.07% of Cordatus Wealth Management's portfolio in Q1 2026, its #143 holding.
Cordatus Wealth Management first reported a position in iShares US Consumer Staples ETF in Q3 2020 and has held it in 16 quarters since.
Cordatus Wealth Management's iShares US Consumer Staples ETF position peaked at $303K in Q1 2025.
290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Cordatus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.