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Glass Jacobson Investment Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

Glass Jacobson Investment 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
Q2 		$38.7K Buy
532
+1
+0.2% +$71 0.01% 359
2026
Q1 		$37.2K Buy
531
+1
+0.2% +$72 0.01% 351
2025
Q4 		$35.5K Buy
530
+2
+0.4% +$136 0.01% 344
2025
Q3 		$36.1K Buy
528
+1
+0.2% +$70 0.01% 336
2025
Q2 		$37.1K Buy
527
+2
+0.4% +$141 0.01% 323
2025
Q1 		$34.4K Hold
525
– – 0.01% 429
2024
Q4 		$34.4K Buy
525
+2
+0.4% +$137 0.01% 429
2024
Q3 		$36.9K Buy
523
+1
+0.2% +$69 0.01% 409
2024
Q2 		$34.3K Hold
522
– – 0.01% 400
2024
Q1 		$35.3K Hold
522
– – 0.01% 397
2023
Q4 		$33.4K Buy
+522
New +$32.5K 0.01% 381

Other funds holding IYK

LPL Financial
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
WP
WealthSpring Partners Long Beach, California $116M AUM
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Glass Jacobson Investment Advisors's IYK Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its iShares US Consumer Staples ETF (IYK) stake by 0.19% in Q2 2026, buying an estimated $71 and bringing the position to 532 shares worth $38.7K. The position accounts for 0.01% of the portfolio, ranked #359.

Glass Jacobson Investment Advisors first reported a position in IYK in Q4 2023 and has held it in 11 quarters since. 205 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

  • Glass Jacobson Investment Advisors held 532 shares of iShares US Consumer Staples ETF worth $38.7K as of Q2 2026.
  • Glass Jacobson Investment Advisors bought 1 iShares US Consumer Staples ETF share in Q2 2026, an estimated $71.
  • iShares US Consumer Staples ETF made up 0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #359 holding.
  • Glass Jacobson Investment Advisors first reported a position in iShares US Consumer Staples ETF in Q4 2023 and has held it in 11 quarters since.
  • 205 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.