CX Institutional
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
Q3 		$31K Buy
444
+6
+1% +$445 ﹤0.01% 1120
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

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

CX Institutional's IYK Position: Q3 2026 in Review

CX Institutional increased its iShares US Consumer Staples ETF (IYK) stake by 1.4% in Q3 2026, buying an estimated $445 and bringing the position to 444 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #1120.

CX Institutional first reported a position in IYK in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.92M in Q3 2023. 71 funds tracked by Wall St. Rank hold IYK as of Q3 2026.

  • CX Institutional held 444 shares of iShares US Consumer Staples ETF worth $31K as of Q3 2026.
  • CX Institutional bought 6 iShares US Consumer Staples ETF shares in Q3 2026, an estimated $445.
  • iShares US Consumer Staples ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1120 holding.
  • CX Institutional first reported a position in iShares US Consumer Staples ETF in Q4 2020 and has held it in 19 quarters since.
  • CX Institutional's iShares US Consumer Staples ETF position peaked at $1.92M in Q3 2023.
  • 71 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.