BFC Planning, Inc.’s iShares US Consumer Staples ETF IYK Stock Holding History

BFC Planning, Inc.’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	$17.5K	Buy	241 +1	+0.4%	+$71	﹤0.01%	2075
2026 Q1	$16.8K	Sell	240 -388	-62%	-$27.9K	﹤0.01%	1787
2025 Q4	$42K	Sell	628 -185	-23%	-$12.6K	﹤0.01%	1439
2025 Q3	$55.6K	Hold	813	–	–	﹤0.01%	1143
2025 Q2	$57.3K	Sell	813 -109	-12%	-$7.68K	﹤0.01%	1068
2025 Q1	$66K	Sell	922 -305	-25%	-$20.7K	0.01%	1002
2024 Q4	$80.5K	Buy	+1,227	New	+$84.3K	0.01%	947

Other funds holding IYK

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

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 $765B AUM 28.39% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

BFC Planning, Inc.'s IYK Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares US Consumer Staples ETF (IYK) stake by 0.42% in Q2 2026, buying an estimated $71 and bringing the position to 241 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2075.

BFC Planning, Inc. first reported a position in IYK in Q4 2024 and has held it in 7 quarters since. The position peaked at $80.5K in Q4 2024. 292 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

BFC Planning, Inc. held 241 shares of iShares US Consumer Staples ETF worth $17.5K as of Q2 2026.
BFC Planning, Inc. bought 1 iShares US Consumer Staples ETF share in Q2 2026, an estimated $71.
iShares US Consumer Staples ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2075 holding.
BFC Planning, Inc. first reported a position in iShares US Consumer Staples ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s iShares US Consumer Staples ETF position peaked at $80.5K in Q4 2024.
292 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.