CI
IYK icon

CX Institutional’s iShares US Consumer Staples ETF IYK Stock Holding History

CX Institutional’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 		$32K Sell
438
-313
-42% -$22.4K ﹤0.01% 1057
2026
Q1 		$53K Sell
751
-2,667
-78% -$192K ﹤0.01% 965
2025
Q4 		$229K Buy
3,418
+2,416
+241% +$164K 0.01% 666
2025
Q3 		$69K Sell
1,002
-6,992
-87% -$488K ﹤0.01% 884
2025
Q2 		$563K Buy
7,994
+7,223
+937% +$509K 0.02% 347
2025
Q1 		$55K Sell
771
-12,498
-94% -$849K ﹤0.01% 821
2024
Q4 		$870K Buy
13,269
+2,090
+19% +$144K 0.03% 276
2024
Q3 		$789K Sell
11,179
-52
-0.5% -$3.59K 0.04% 315
2024
Q2 		$738K Buy
11,231
+9,629
+601% +$640K 0.03% 321
2024
Q1 		$108K Buy
+1,602
New +$104K 0.01% 535
2023
Q4 		– Sell
-30,918
Closed -$1.92M – 556
2023
Q3 		$1.92M Buy
30,918
+24,660
+394% +$1.63M 0.11% 195
2023
Q2 		$418K Buy
6,258
+3,027
+94% +$203K 0.02% 371
2023
Q1 		$216K Buy
+3,231
New +$211K 0.01% 463
2022
Q3 		– Sell
-2,991
Closed -$194K – 817
2022
Q2 		$194K Buy
+2,991
New +$201K 0.01% 442
2021
Q4 		– Sell
-1,143
Closed -$68K – 641
2021
Q3 		$68K Sell
1,143
-501
-30% -$30.9K 0.01% 525
2021
Q2 		$101K Buy
1,644
+30
+2% +$1.8K 0.01% 433
2021
Q1 		$95K Sell
1,614
-13,866
-90% -$812K 0.01% 387
2020
Q4 		$895K Buy
+15,480
New +$821K 0.09% 197

Other funds holding IYK

KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 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
SLP
Storen Legacy Partners Zionsville, Indiana $367M AUM
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
WSFG
Wall Street Financial Group Carlinville, Illinois $187M AUM 51.01% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CX Institutional's IYK Position: Q2 2026 in Review

CX Institutional reduced its iShares US Consumer Staples ETF (IYK) stake by 42% in Q2 2026, selling an estimated $22.4K and leaving 438 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #1057.

CX Institutional first reported a position in IYK in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.92M in Q3 2023. 49 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

  • CX Institutional held 438 shares of iShares US Consumer Staples ETF worth $32K as of Q2 2026.
  • CX Institutional sold 313 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $22.4K.
  • iShares US Consumer Staples ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1057 holding.
  • CX Institutional first reported a position in iShares US Consumer Staples ETF in Q4 2020 and has held it in 18 quarters since.
  • CX Institutional's iShares US Consumer Staples ETF position peaked at $1.92M in Q3 2023.
  • 49 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.