CoreCap Advisors
IYK icon

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
Q3 		$321K Buy
4,542
+210
+5% +$15.6K 0.01% 694
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

Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Key Client Fiduciary Advisors
Key Client Fiduciary Advisors Fairfield, New Jersey $358M AUM 21.09% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
WealthSpring Partners
WealthSpring Partners Long Beach, California $94.4M AUM 11.13% 1-Year Est. Return
Centerline Wealth Advisors
Centerline Wealth Advisors Louisville, Kentucky $321M AUM 13.56% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
RCS
R2 Capital Strategies Lincoln, Nebraska $236M AUM
Matthew Goff Investment Advisor
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

CoreCap Advisors's IYK Position: Q3 2026 in Review

CoreCap Advisors increased its iShares US Consumer Staples ETF (IYK) stake by 4.8% in Q3 2026, buying an estimated $15.6K and bringing the position to 4,542 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #694.

CoreCap Advisors first reported a position in IYK in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.52M in Q2 2023. 63 funds tracked by Wall St. Rank hold IYK as of Q3 2026.

  • CoreCap Advisors held 4,542 shares of iShares US Consumer Staples ETF worth $321K as of Q3 2026.
  • CoreCap Advisors bought 210 iShares US Consumer Staples ETF shares in Q3 2026, an estimated $15.6K.
  • iShares US Consumer Staples ETF made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #694 holding.
  • CoreCap Advisors first reported a position in iShares US Consumer Staples ETF in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's iShares US Consumer Staples ETF position peaked at $1.52M in Q2 2023.
  • 63 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.