Financial Life Planners’s iShares US Consumer Staples ETF IYK Stock Holding History

Financial Life Planners’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	$26.5K	Buy	365 +2	+0.6%	+$143	0.02%	174
2026 Q1	$25.4K	Buy	+363	New	+$26.1K	0.02%	167
2025 Q4	–	Sell	-358	Closed	-$24.5K	–	195
2025 Q3	$24.5K	Buy	+358	New	+$25K	0.02%	187
2025 Q1	–	Sell	-889	Closed	-$58.3K	–	231
2024 Q4	$58.3K	Buy	+889	New	+$61.1K	0.05%	103

Other funds holding IYK

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

KCFA

Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 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

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

SLP

Storen Legacy Partners Zionsville, Indiana $367M AUM

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

Financial Life Planners's IYK Position: Q2 2026 in Review

Financial Life Planners increased its iShares US Consumer Staples ETF (IYK) stake by 0.55% in Q2 2026, buying an estimated $143 and bringing the position to 365 shares worth $26.5K. The position accounts for 0.02% of the portfolio, ranked #174.

Financial Life Planners first reported a position in IYK in Q4 2024 and has held it in 4 quarters since. The position peaked at $58.3K in Q4 2024. 131 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Financial Life Planners held 365 shares of iShares US Consumer Staples ETF worth $26.5K as of Q2 2026.
Financial Life Planners bought 2 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $143.
iShares US Consumer Staples ETF made up 0.02% of Financial Life Planners's portfolio in Q2 2026, its #174 holding.
Financial Life Planners first reported a position in iShares US Consumer Staples ETF in Q4 2024 and has held it in 4 quarters since.
Financial Life Planners's iShares US Consumer Staples ETF position peaked at $58.3K in Q4 2024.
131 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.