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Financial Gravity Asset Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Financial Gravity Asset Management’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
Q1 		$210 Sell
3
-93
-97% -$6.68K ﹤0.01% 841
2025
Q4 		$6.42K Hold
96
– – ﹤0.01% 536
2025
Q3 		$6.57K Buy
+96
New +$6.7K ﹤0.01% 637
2025
Q1 		$6.87K Buy
+96
New +$6.52K ﹤0.01% 677
2024
Q2 		$41.1K Buy
+625
New +$41.5K 0.01% 290

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
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Financial Gravity Asset Management's IYK Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its iShares US Consumer Staples ETF (IYK) stake by 97% in Q1 2026, selling an estimated $6.68K and leaving 3 shares worth $210. The position accounts for ﹤0.01% of the portfolio, ranked #841.

Financial Gravity Asset Management first reported a position in IYK in Q2 2024 and has held it in 5 quarters since. The position peaked at $41.1K in Q2 2024. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

  • Financial Gravity Asset Management held 3 shares of iShares US Consumer Staples ETF worth $210 as of Q1 2026.
  • Financial Gravity Asset Management sold 93 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $6.68K.
  • iShares US Consumer Staples ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #841 holding.
  • Financial Gravity Asset Management first reported a position in iShares US Consumer Staples ETF in Q2 2024 and has held it in 5 quarters since.
  • Financial Gravity Asset Management's iShares US Consumer Staples ETF position peaked at $41.1K in Q2 2024.
  • 290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.