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Flagship Harbor Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

Flagship Harbor 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
Q1 		– Sell
-471
Closed -$31.5K – 1476
2025
Q4 		$31.5K Buy
+471
New +$32K ﹤0.01% 1195
2019
Q2 		– Sell
-318
Closed -$12K – 1921
2019
Q1 		$12K Hold
318
– – ﹤0.01% 1238
2018
Q4 		$11K Hold
318
– – ﹤0.01% 1196
2018
Q3 		$13K Hold
318
– – ﹤0.01% 1295
2018
Q2 		$12K Buy
+318
New +$12.4K ﹤0.01% 1292

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

Flagship Harbor Advisors's IYK Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of iShares US Consumer Staples ETF (IYK) in Q1 2026, closing a stake of 471 shares — an estimated $31.5K sold.

Flagship Harbor Advisors first reported a position in IYK in Q2 2018 and held it in 5 quarters. The position peaked at $31.5K in Q4 2025. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

  • Flagship Harbor Advisors reported no remaining iShares US Consumer Staples ETF position as of Q1 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 471 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $31.5K.
  • Flagship Harbor Advisors first reported a position in iShares US Consumer Staples ETF in Q2 2018 and held it in 5 quarters.
  • Flagship Harbor Advisors's iShares US Consumer Staples ETF position peaked at $31.5K in Q4 2025.
  • 290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.