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Farther Finance Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

Farther Finance 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 		$234K Buy
3,223
+124
+4% +$8.86K ﹤0.01% 2134
2026
Q1 		$216K Sell
3,099
-2,866
-48% -$206K ﹤0.01% 1969
2025
Q4 		$399K Buy
5,965
+3,236
+119% +$220K ﹤0.01% 1463
2025
Q3 		$187K Buy
2,729
+158
+6% +$11K ﹤0.01% 1641
2025
Q2 		$181K Buy
2,571
+1,971
+329% +$139K ﹤0.01% 1445
2025
Q1 		$43K Sell
600
-116
-16% -$7.88K ﹤0.01% 1975
2024
Q4 		$46.9K Buy
716
+542
+311% +$37.2K ﹤0.01% 1693
2024
Q3 		$12.3K Buy
174
+30
+21% +$2.07K ﹤0.01% 2287
2024
Q2 		$9.4K Hold
144
– – ﹤0.01% 2108
2024
Q1 		$9.67K Hold
144
– – ﹤0.01% 1781
2023
Q4 		$9.2K Hold
144
– – ﹤0.01% 1655
2023
Q3 		$8.95K Buy
144
+60
+71% +$3.96K ﹤0.01% 1323
2023
Q2 		$5.61K Buy
+84
New +$5.64K ﹤0.01% 1393

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

Farther Finance Advisors's IYK Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares US Consumer Staples ETF (IYK) stake by 4% in Q2 2026, buying an estimated $8.86K and bringing the position to 3,223 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #2134.

Farther Finance Advisors first reported a position in IYK in Q2 2023 and has held it in 13 quarters since. The position peaked at $399K in Q4 2025. 44 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

  • Farther Finance Advisors held 3,223 shares of iShares US Consumer Staples ETF worth $234K as of Q2 2026.
  • Farther Finance Advisors bought 124 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $8.86K.
  • iShares US Consumer Staples ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2134 holding.
  • Farther Finance Advisors first reported a position in iShares US Consumer Staples ETF in Q2 2023 and has held it in 13 quarters since.
  • Farther Finance Advisors's iShares US Consumer Staples ETF position peaked at $399K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.