Founders Financial Alliance’s iShares US Consumer Staples ETF IYK Stock Holding History

Founders Financial Alliance’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	$4.84K	Buy	67 +1	+2%	+$71	﹤0.01%	731
2026 Q1	$4.64K	Hold	66	–	–	﹤0.01%	683
2025 Q4	$4.41K	Buy	66 +1	+2%	+$68	﹤0.01%	555
2025 Q3	$4.46K	Hold	65	–	–	﹤0.01%	657
2025 Q2	$4.57K	Buy	65 +1	+2%	+$70	﹤0.01%	498
2025 Q1	$4.61K	Hold	64	–	–	﹤0.01%	562
2024 Q4	$4.21K	Hold	64	–	–	﹤0.01%	527
2024 Q3	$4.5K	Buy	64 +1	+2%	+$69	﹤0.01%	533
2024 Q2	$4.16K	Sell	63 -45	-42%	-$2.99K	﹤0.01%	519
2024 Q1	$7.29K	Hold	108	–	–	﹤0.01%	497
2023 Q4	$6.87K	Sell	108 -69	-39%	-$4.29K	﹤0.01%	449
2023 Q3	$11K	Hold	177	–	–	﹤0.01%	413
2023 Q2	$11.8K	Hold	177	–	–	﹤0.01%	442
2023 Q1	$11.7K	Hold	177	–	–	0.01%	395
2022 Q4	$11.9K	Sell	177 -18	-9%	-$1.19K	0.01%	414
2022 Q3	$12K	Buy	+195	New	+$12.8K	0.01%	408

Other funds holding IYK

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Founders Financial Alliance's IYK Position: Q2 2026 in Review

Founders Financial Alliance increased its iShares US Consumer Staples ETF (IYK) stake by 1.5% in Q2 2026, buying an estimated $71 and bringing the position to 67 shares worth $4.84K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

Founders Financial Alliance first reported a position in IYK in Q3 2022 and has held it in 16 quarters since. The position peaked at $12K in Q3 2022. 287 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Founders Financial Alliance held 67 shares of iShares US Consumer Staples ETF worth $4.84K as of Q2 2026.
Founders Financial Alliance bought 1 iShares US Consumer Staples ETF share in Q2 2026, an estimated $71.
iShares US Consumer Staples ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #731 holding.
Founders Financial Alliance first reported a position in iShares US Consumer Staples ETF in Q3 2022 and has held it in 16 quarters since.
Founders Financial Alliance's iShares US Consumer Staples ETF position peaked at $12K in Q3 2022.
287 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.