Gladstone Institutional Advisory’s iShares US Consumer Staples ETF IYK Stock Holding History

Gladstone Institutional Advisory’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	$231K	Buy	3,174 +15	+0.5%	+$1.07K	0.01%	826
2026 Q1	$221K	Sell	3,159 -1,218	-28%	-$87.6K	0.01%	772
2025 Q4	$293K	Buy	4,377 +72	+2%	+$4.89K	0.01%	636
2025 Q3	$294K	Sell	4,305 -67	-2%	-$4.67K	0.01%	656
2025 Q2	$308K	Buy	+4,372	New	+$308K	0.01%	603

Other funds holding IYK

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KCFA

Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

CWA

Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

SLP

Storen Legacy Partners Zionsville, Indiana $367M AUM

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

PWM

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

Gladstone Institutional Advisory's IYK Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its iShares US Consumer Staples ETF (IYK) stake by 0.47% in Q2 2026, buying an estimated $1.07K and bringing the position to 3,174 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #826.

Gladstone Institutional Advisory first reported a position in IYK in Q2 2025 and has held it in 5 quarters since. The position peaked at $308K in Q2 2025. 92 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Gladstone Institutional Advisory held 3,174 shares of iShares US Consumer Staples ETF worth $231K as of Q2 2026.
Gladstone Institutional Advisory bought 15 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $1.07K.
iShares US Consumer Staples ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #826 holding.
Gladstone Institutional Advisory first reported a position in iShares US Consumer Staples ETF in Q2 2025 and has held it in 5 quarters since.
Gladstone Institutional Advisory's iShares US Consumer Staples ETF position peaked at $308K in Q2 2025.
92 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.