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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
Q3 		$198K Sell
2,802
-421
-13% -$31.2K ﹤0.01% 2305
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

FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's IYK Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares US Consumer Staples ETF (IYK) stake by 13% in Q3 2026, selling an estimated $31.2K and leaving 2,802 shares worth $198K. The position accounts for ﹤0.01% of the portfolio, ranked #2305.

Farther Finance Advisors first reported a position in IYK in Q2 2023 and has held it in 14 quarters since. The position peaked at $399K in Q4 2025. 21 funds tracked by Wall St. Rank hold IYK as of Q3 2026.

  • Farther Finance Advisors held 2,802 shares of iShares US Consumer Staples ETF worth $198K as of Q3 2026.
  • Farther Finance Advisors sold 421 iShares US Consumer Staples ETF shares in Q3 2026, an estimated $31.2K.
  • iShares US Consumer Staples ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2305 holding.
  • Farther Finance Advisors first reported a position in iShares US Consumer Staples ETF in Q2 2023 and has held it in 14 quarters since.
  • Farther Finance Advisors's iShares US Consumer Staples ETF position peaked at $399K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.