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IYK icon

Creative Financial Designs’s iShares US Consumer Staples ETF IYK Stock Holding History

Creative Financial Designs’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 		$636K Sell
8,759
-2,319
-21% -$166K 0.03% 360
2026
Q1 		$776K Buy
11,078
+1,204
+12% +$86.6K 0.05% 265
2025
Q4 		$661K Buy
9,874
+911
+10% +$61.8K 0.04% 291
2025
Q3 		$613K Sell
8,963
-244
-3% -$17K 0.04% 299
2025
Q2 		$649K Buy
9,207
+106
+1% +$7.47K 0.05% 278
2025
Q1 		$651K Sell
9,101
-1,408
-13% -$95.6K 0.05% 251
2024
Q4 		$689K Buy
10,509
+1,382
+15% +$94.9K 0.06% 242
2024
Q3 		$644K Sell
9,127
-712
-7% -$49.1K 0.05% 254
2024
Q2 		$647K Sell
9,839
-345
-3% -$22.9K 0.06% 239
2024
Q1 		$689K Sell
10,184
-502
-5% -$32.7K 0.07% 212
2023
Q4 		$683K Sell
10,686
-1,404
-12% -$87.3K 0.07% 200
2023
Q3 		$752K Sell
12,090
-1,893
-14% -$125K 0.09% 174
2023
Q2 		$934K Sell
13,983
-936
-6% -$62.8K 0.11% 159
2023
Q1 		$991K Sell
14,919
-948
-6% -$62K 0.13% 146
2022
Q4 		$1.07M Buy
15,867
+87
+0.6% +$5.73K 0.16% 121
2022
Q3 		$946K Buy
15,780
+51
+0.3% +$3.35K 0.15% 125
2022
Q2 		$1.02M Buy
15,729
+1,944
+14% +$131K 0.17% 122
2022
Q1 		$921K Buy
13,785
+9,885
+253% +$658K 0.14% 135
2021
Q4 		$260K Buy
3,900
+1,815
+87% +$114K 0.04% 265
2021
Q3 		$125K Buy
+2,085
New +$128K 0.02% 400

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

Creative Financial Designs's IYK Position: Q2 2026 in Review

Creative Financial Designs reduced its iShares US Consumer Staples ETF (IYK) stake by 21% in Q2 2026, selling an estimated $166K and leaving 8,759 shares worth $636K. The position accounts for 0.03% of the portfolio, ranked #360.

Creative Financial Designs first reported a position in IYK in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.07M in Q4 2022. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

  • Creative Financial Designs held 8,759 shares of iShares US Consumer Staples ETF worth $636K as of Q2 2026.
  • Creative Financial Designs sold 2,319 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $166K.
  • iShares US Consumer Staples ETF made up 0.03% of Creative Financial Designs's portfolio in Q2 2026, its #360 holding.
  • Creative Financial Designs first reported a position in iShares US Consumer Staples ETF in Q3 2021 and has held it in 20 quarters since.
  • Creative Financial Designs's iShares US Consumer Staples ETF position peaked at $1.07M in Q4 2022.
  • 286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.