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

CoreCap 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	$315K	Buy	4,332 +287	+7%	+$20.5K	0.01%	701
2026 Q1	$283K	Buy	4,045 +292	+8%	+$21K	0.01%	677
2025 Q4	$251K	Buy	3,753 +492	+15%	+$33.4K	0.01%	716
2025 Q3	$223K	Sell	3,261 -155	-5%	-$10.8K	0.01%	768
2025 Q2	$241K	Buy	3,416 +184	+6%	+$13K	0.01%	686
2025 Q1	$231K	Sell	3,232 -236	-7%	-$16K	0.01%	640
2024 Q4	$227K	Sell	3,468 -1,136	-25%	-$78K	0.01%	667
2024 Q3	$325K	Buy	+4,604	New	+$318K	0.02%	556
2024 Q2	–	Sell	-5,150	Closed	-$348K	–	2126
2024 Q1	$348K	Sell	5,150 -829	-14%	-$54K	0.02%	474
2023 Q4	$382K	Buy	5,979 +2,271	+61%	+$141K	0.02%	394
2023 Q3	$231K	Sell	3,708 -19,107	-84%	-$1.26M	0.02%	473
2023 Q2	$1.52M	Buy	+22,815	New	+$1.53M	0.11%	183
2022 Q4	$262K	Sell	3,879 -3,654	-49%	-$240K	0.02%	471
2022 Q3	$452K	Buy	7,533 +1,629	+28%	+$107K	0.04%	326
2022 Q2	$384K	Buy	5,904 +1,374	+30%	+$92.4K	0.03%	379
2022 Q1	$303K	Buy	4,530 +1,641	+57%	+$109K	0.02%	407
2021 Q4	$193K	Buy	+2,889	New	+$181K	0.01%	542

Other funds holding IYK

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

CoreCap Advisors's IYK Position: Q2 2026 in Review

CoreCap Advisors increased its iShares US Consumer Staples ETF (IYK) stake by 7.1% in Q2 2026, buying an estimated $20.5K and bringing the position to 4,332 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #701.

CoreCap Advisors first reported a position in IYK in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.52M in Q2 2023. 287 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

CoreCap Advisors held 4,332 shares of iShares US Consumer Staples ETF worth $315K as of Q2 2026.
CoreCap Advisors bought 287 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $20.5K.
iShares US Consumer Staples ETF made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #701 holding.
CoreCap Advisors first reported a position in iShares US Consumer Staples ETF in Q4 2021 and has held it in 17 quarters since.
CoreCap Advisors's iShares US Consumer Staples ETF position peaked at $1.52M in Q2 2023.
287 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.