FWL Investment Management’s iShares US Consumer Staples ETF IYK Stock Holding History

FWL Investment Management’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	$21K	Hold	300	–	–	﹤0.01%	219
2025 Q4	$20.1K	Hold	300	–	–	﹤0.01%	216
2025 Q3	$20.5K	Hold	300	–	–	0.01%	201
2025 Q2	$21.1K	Hold	300	–	–	0.01%	196
2025 Q1	$21.5K	Hold	300	–	–	0.01%	189
2024 Q4	$19.7K	Hold	300	–	–	0.01%	202
2024 Q3	$21.2K	Buy	+300	New	+$20.7K	0.01%	182

Other funds holding IYK

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

FWL Investment Management's IYK Position: Q1 2026 in Review

FWL Investment Management held its iShares US Consumer Staples ETF (IYK) position steady in Q1 2026 at 300 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #219.

FWL Investment Management first reported a position in IYK in Q3 2024 and has held it in 7 quarters since. The position peaked at $21.5K in Q1 2025. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

FWL Investment Management held 300 shares of iShares US Consumer Staples ETF worth $21K as of Q1 2026.
FWL Investment Management left its iShares US Consumer Staples ETF share count unchanged in Q1 2026.
iShares US Consumer Staples ETF made up ﹤0.01% of FWL Investment Management's portfolio in Q1 2026, its #219 holding.
FWL Investment Management first reported a position in iShares US Consumer Staples ETF in Q3 2024 and has held it in 7 quarters since.
FWL Investment Management's iShares US Consumer Staples ETF position peaked at $21.5K in Q1 2025.
290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.