FGC
IYK icon

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

Financial Gravity Companies’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 		$218 Buy
+3
New +$214 ﹤0.01% 897
2025
Q2 		$6.77K Buy
+96
New +$6.76K ﹤0.01% 647
2024
Q4 		$25.6K Hold
391
– – 0.01% 400
2024
Q3 		$27.6K Buy
+391
New +$27K 0.01% 237

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

Financial Gravity Companies's IYK Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in iShares US Consumer Staples ETF (IYK) in Q2 2026: 3 shares worth $218. The stake represents ﹤0.01% of the portfolio and ranks #897 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IYK as recently as Q2 2025.

Financial Gravity Companies first reported a position in IYK in Q3 2024 and has held it in 4 quarters since. The position peaked at $27.6K in Q3 2024. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

  • Financial Gravity Companies held 3 shares of iShares US Consumer Staples ETF worth $218 as of Q2 2026.
  • iShares US Consumer Staples ETF was a new Financial Gravity Companies position in Q2 2026.
  • iShares US Consumer Staples ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #897 holding.
  • Financial Gravity Companies first reported a position in iShares US Consumer Staples ETF in Q3 2024 and has held it in 4 quarters since.
  • Financial Gravity Companies's iShares US Consumer Staples ETF position peaked at $27.6K in Q3 2024.
  • 286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.