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IYK icon

Glenview Trust’s iShares US Consumer Staples ETF IYK Stock Holding History

Glenview Trust’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 		$470K Sell
6,718
-906
-12% -$65.1K 0.01% 370
2025
Q4 		$510K Buy
7,624
+1,133
+17% +$76.9K 0.01% 365
2025
Q3 		$444K Sell
6,491
-2,259
-26% -$158K 0.01% 387
2025
Q2 		$617K Sell
8,750
-390
-4% -$27.5K 0.01% 348
2025
Q1 		$654K Sell
9,140
-10,374
-53% -$704K 0.01% 321
2024
Q4 		$1.28M Sell
19,514
-2,865
-13% -$197K 0.02% 250
2024
Q3 		$1.58M Sell
22,379
-106
-0.5% -$7.31K 0.03% 229
2024
Q2 		$1.48M Sell
22,485
-261
-1% -$17.3K 0.03% 226
2024
Q1 		$1.54M Hold
22,746
– – 0.03% 221
2023
Q4 		$1.45M Buy
22,746
+9,378
+70% +$583K 0.04% 220
2023
Q3 		$831K Sell
13,368
-36
-0.3% -$2.38K 0.02% 246
2023
Q2 		$895K Buy
13,404
+66
+0.5% +$4.43K 0.02% 244
2023
Q1 		$886K Buy
13,338
+1,005
+8% +$65.8K 0.03% 239
2022
Q4 		$834K Hold
12,333
– – 0.03% 240
2022
Q3 		$739K Sell
12,333
-282
-2% -$18.5K 0.03% 229
2022
Q2 		$820K Sell
12,615
-765
-6% -$51.4K 0.03% 219
2022
Q1 		$894K Sell
13,380
-345
-3% -$23K 0.03% 215
2021
Q4 		$916K Buy
13,725
+354
+3% +$22.2K 0.03% 210
2021
Q3 		$800K Sell
13,371
-1,452
-10% -$89.4K 0.03% 211
2021
Q2 		$909K Sell
14,823
-3,585
-19% -$216K 0.04% 198
2021
Q1 		$1.09M Sell
18,408
-1,392
-7% -$81.5K 0.05% 182
2020
Q4 		$1.15M Buy
19,800
+243
+1% +$12.9K 0.05% 171
2020
Q3 		$974K Sell
19,557
-6,525
-25% -$311K 0.05% 178
2020
Q2 		$1.11M Buy
26,082
+14,145
+118% +$571K 0.06% 166
2020
Q1 		$431K Buy
11,937
+1,032
+9% +$43.7K 0.03% 223
2019
Q4 		$484K Buy
10,905
+1,785
+20% +$76.3K 0.03% 239
2019
Q3 		$385K Buy
9,120
+456
+5% +$18.8K 0.02% 262
2019
Q2 		$351K Sell
8,664
-1,593
-16% -$64.2K 0.02% 271
2019
Q1 		$408K Buy
10,257
+1,440
+16% +$54.9K 0.03% 254
2018
Q4 		$313K Buy
8,817
+1,407
+19% +$53.7K 0.02% 268
2018
Q3 		$294K Sell
7,410
-105
-1% -$4.2K 0.02% 287
2018
Q2 		$296K Sell
7,515
-366
-5% -$14.2K 0.02% 265
2018
Q1 		$312K Sell
7,881
-60
-0.8% -$2.48K 0.02% 283
2017
Q4 		$335K Hold
7,941
– – 0.02% 276
2017
Q3 		$319K Sell
7,941
-87
-1% -$3.52K 0.02% 271
2017
Q2 		$326K Sell
8,028
-2,415
-23% -$97K 0.03% 255
2017
Q1 		$413K Sell
10,443
-8,772
-46% -$340K 0.03% 239
2016
Q4 		$709K Buy
+19,215
New +$711K 0.06% 187
2015
Q4 		$239K Buy
+6,612
New +$239K 0.02% 227

Other funds holding IYK

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Glenview Trust's IYK Position: Q1 2026 in Review

Glenview Trust reduced its iShares US Consumer Staples ETF (IYK) stake by 12% in Q1 2026, selling an estimated $65.1K and leaving 6,718 shares worth $470K. The position accounts for 0.01% of the portfolio, ranked #370.

Glenview Trust first reported a position in IYK in Q4 2015 and has held it in 39 quarters since. The position peaked at $1.58M in Q3 2024. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

  • Glenview Trust held 6,718 shares of iShares US Consumer Staples ETF worth $470K as of Q1 2026.
  • Glenview Trust sold 906 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $65.1K.
  • iShares US Consumer Staples ETF made up 0.01% of Glenview Trust's portfolio in Q1 2026, its #370 holding.
  • Glenview Trust first reported a position in iShares US Consumer Staples ETF in Q4 2015 and has held it in 39 quarters since.
  • Glenview Trust's iShares US Consumer Staples ETF position peaked at $1.58M in Q3 2024.
  • 290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Glenview Trust's 13F filing for Q1 2026, filed 8 May 2026.