CWP
IYK icon

Cyndeo Wealth Partners’s iShares US Consumer Staples ETF IYK Stock Holding History

Cyndeo Wealth Partners’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 		$997K Sell
13,728
-2,676
-16% -$191K 0.05% 261
2026
Q1 		$1.15M Buy
+16,404
New +$1.18M 0.06% 222

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

Cyndeo Wealth Partners's IYK Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its iShares US Consumer Staples ETF (IYK) stake by 16% in Q2 2026, selling an estimated $191K and leaving 13,728 shares worth $997K. The position accounts for 0.05% of the portfolio, ranked #261.

Cyndeo Wealth Partners first reported a position in IYK in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.15M in Q1 2026. 287 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

  • Cyndeo Wealth Partners held 13,728 shares of iShares US Consumer Staples ETF worth $997K as of Q2 2026.
  • Cyndeo Wealth Partners sold 2,676 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $191K.
  • iShares US Consumer Staples ETF made up 0.05% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #261 holding.
  • Cyndeo Wealth Partners first reported a position in iShares US Consumer Staples ETF in Q1 2026 and has held it in 2 quarters since.
  • Cyndeo Wealth Partners's iShares US Consumer Staples ETF position peaked at $1.15M in Q1 2026.
  • 287 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.