Focus Partners Wealth
IYK icon

Focus Partners Wealth’s iShares US Consumer Staples ETF IYK Stock Holding History

Focus Partners Wealth’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 		$1.33M Sell
19,005
-1,078
-5% -$77.5K ﹤0.01% 1486
2025
Q4 		$1.34M Buy
20,083
+15,954
+386% +$1.08M ﹤0.01% 1500
2025
Q3 		$282K Buy
+4,129
New +$288K ﹤0.01% 1876
2025
Q1 		– Sell
-7,468
Closed -$490K – 1981
2024
Q4 		$490K Buy
+7,468
New +$513K ﹤0.01% 1334

Other funds holding IYK

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Focus Partners Wealth's IYK Position: Q1 2026 in Review

Focus Partners Wealth reduced its iShares US Consumer Staples ETF (IYK) stake by 5.4% in Q1 2026, selling an estimated $77.5K and leaving 19,005 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1486.

Focus Partners Wealth first reported a position in IYK in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.34M in Q4 2025. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

  • Focus Partners Wealth held 19,005 shares of iShares US Consumer Staples ETF worth $1.33M as of Q1 2026.
  • Focus Partners Wealth sold 1,078 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $77.5K.
  • iShares US Consumer Staples ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1486 holding.
  • Focus Partners Wealth first reported a position in iShares US Consumer Staples ETF in Q4 2024 and has held it in 4 quarters since.
  • Focus Partners Wealth's iShares US Consumer Staples ETF position peaked at $1.34M in Q4 2025.
  • 290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.