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

Cottonwood 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	$417K	Sell	5,737 -17	-0.3%	-$1.22K	0.25%	70
2026 Q1	$403K	Sell	5,754 -9	-0.2%	-$647	0.28%	68
2025 Q4	$386K	Sell	5,763 -36	-0.6%	-$2.44K	0.27%	71
2025 Q3	$397K	Sell	5,799 -43	-0.7%	-$3K	0.29%	67
2025 Q2	$412K	Sell	5,842 -10	-0.2%	-$704	0.28%	76
2025 Q1	$419K	Sell	5,852 -55	-0.9%	-$3.73K	0.31%	71
2024 Q4	$387K	Sell	5,907 -2	-0%	-$137	0.28%	74
2024 Q3	$417K	Sell	5,909 -1,392	-19%	-$96K	0.31%	66
2024 Q2	$477K	Sell	7,301 -84	-1%	-$5.58K	0.37%	60
2024 Q1	$473K	Sell	7,385 -943	-11%	-$61.5K	0.38%	59
2023 Q4	$532K	Sell	8,328 -402	-5%	-$25K	0.44%	55
2023 Q3	$543K	Buy	8,730 +2,184	+33%	+$144K	0.51%	50
2023 Q2	$437K	Buy	6,546 +1,314	+25%	+$88.2K	0.4%	58
2023 Q1	$348K	Buy	5,232 +894	+21%	+$58.5K	0.32%	64
2022 Q4	$293K	Buy	+4,338	New	+$286K	0.26%	74

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

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

Cottonwood Capital Advisors reduced its iShares US Consumer Staples ETF (IYK) stake by 0.3% in Q2 2026, selling an estimated $1.22K and leaving 5,737 shares worth $417K. The position accounts for 0.25% of the portfolio, ranked #70.

Cottonwood Capital Advisors first reported a position in IYK in Q4 2022 and has held it in 15 quarters since. The position peaked at $543K in Q3 2023. 131 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Cottonwood Capital Advisors held 5,737 shares of iShares US Consumer Staples ETF worth $417K as of Q2 2026.
Cottonwood Capital Advisors sold 17 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $1.22K.
iShares US Consumer Staples ETF made up 0.25% of Cottonwood Capital Advisors's portfolio in Q2 2026, its #70 holding.
Cottonwood Capital Advisors first reported a position in iShares US Consumer Staples ETF in Q4 2022 and has held it in 15 quarters since.
Cottonwood Capital Advisors's iShares US Consumer Staples ETF position peaked at $543K in Q3 2023.
131 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Cottonwood Capital Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.