Garrison Point Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

Garrison Point 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	$342K	Hold	4,878	–	–	0.16%	128
2025 Q4	$326K	Buy	4,878 +369	+8%	+$25K	0.14%	128
2025 Q3	$308K	Buy	4,509 +246	+6%	+$17.2K	0.13%	140
2025 Q2	$300K	Hold	4,263	–	–	0.14%	132
2025 Q1	$305K	Hold	4,263	–	–	0.15%	131
2024 Q4	$280K	Hold	4,263	–	–	0.13%	132
2024 Q3	$301K	Hold	4,263	–	–	0.19%	118
2024 Q2	$280K	Buy	4,263 +300	+8%	+$19.9K	0.19%	119
2024 Q1	$268K	Hold	3,963	–	–	0.17%	132
2023 Q4	$253K	Hold	3,963	–	–	0.18%	129
2023 Q3	$246K	Hold	3,963	–	–	0.19%	127
2023 Q2	$265K	Sell	3,963 -75	-2%	-$5.03K	0.19%	129
2023 Q1	$268K	Hold	4,038	–	–	0.2%	123
2022 Q4	$273K	Buy	4,038 +75	+2%	+$4.94K	0.22%	118
2022 Q3	$238K	Buy	3,963 +90	+2%	+$5.91K	0.21%	126
2022 Q2	$252K	Buy	3,873 +150	+4%	+$10.1K	0.21%	125
2022 Q1	$249K	Hold	3,723	–	–	0.17%	133
2021 Q4	$248K	Buy	3,723 +48	+1%	+$3.01K	0.16%	138
2021 Q3	$220K	Hold	3,675	–	–	0.16%	139
2021 Q2	$225K	Hold	3,675	–	–	0.16%	140
2021 Q1	$217K	Hold	3,675	–	–	0.17%	137
2020 Q4	$212K	Buy	+3,675	New	+$195K	0.17%	136

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

Garrison Point Advisors's IYK Position: Q1 2026 in Review

Garrison Point Advisors held its iShares US Consumer Staples ETF (IYK) position steady in Q1 2026 at 4,878 shares worth $342K. The position accounts for 0.16% of the portfolio, ranked #128.

Garrison Point Advisors first reported a position in IYK in Q4 2020 and has held it in 22 quarters since. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

Garrison Point Advisors held 4,878 shares of iShares US Consumer Staples ETF worth $342K as of Q1 2026.
Garrison Point Advisors left its iShares US Consumer Staples ETF share count unchanged in Q1 2026.
iShares US Consumer Staples ETF made up 0.16% of Garrison Point Advisors's portfolio in Q1 2026, its #128 holding.
Garrison Point Advisors first reported a position in iShares US Consumer Staples ETF in Q4 2020 and has held it in 22 quarters since.
290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Garrison Point Advisors's 13F filing for Q1 2026, filed 13 May 2026.