GRP
IYK icon

Global Retirement Partners’s iShares US Consumer Staples ETF IYK Stock Holding History

Global Retirement Partners’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 		$459K Buy
+6,320
New +$452K 0.01% 1075
2025
Q4 		$447K Sell
6,687
-191
-3% -$13K 0.01% 1008
2025
Q3 		$470K Sell
6,878
-15
-0.2% -$1.05K 0.01% 784
2025
Q2 		$486K Buy
+6,893
New +$485K 0.01% 725
2024
Q4 		$310K Buy
4,727
+532
+13% +$36.5K 0.01% 788
2024
Q3 		$296K Buy
4,195
+564
+16% +$38.9K 0.01% 785
2024
Q2 		$239K Sell
3,631
-78
-2% -$5.18K 0.01% 825
2024
Q1 		$251K Buy
3,709
+148
+4% +$9.65K 0.01% 715
2023
Q4 		$229K Buy
3,561
+2,058
+137% +$128K 0.01% 704
2023
Q3 		$92.7K Sell
1,503
-336
-18% -$22.2K ﹤0.01% 968
2023
Q2 		$123K Buy
1,839
+39
+2% +$2.62K 0.01% 858
2023
Q1 		$123K Sell
1,800
-864
-32% -$56.5K 0.01% 839
2022
Q4 		$180K Buy
2,664
+21
+0.8% +$1.38K 0.01% 620
2022
Q3 		$174K Buy
2,643
+60
+2% +$3.94K 0.01% 608
2022
Q2 		$168K Buy
2,583
+504
+24% +$33.9K 0.01% 597
2022
Q1 		$139K Buy
+2,079
New +$138K 0.01% 649
2021
Q4 		– Sell
-267
Closed -$16K – 1051
2021
Q3 		$16K Sell
267
-3
-1% -$185 ﹤0.01% 1278
2021
Q2 		$16K Buy
270
+3
+1% +$180 ﹤0.01% 1256
2021
Q1 		$16K Buy
267
+54
+25% +$3.16K ﹤0.01% 1171
2020
Q4 		$12K Buy
+213
New +$11.3K ﹤0.01% 1208
2020
Q2 		– Sell
-150
Closed -$5K – 1671
2020
Q1 		$5K Hold
150
– – ﹤0.01% 1226
2019
Q4 		$7K Hold
150
– – ﹤0.01% 1243
2019
Q3 		$6K Hold
150
– – ﹤0.01% 1252
2019
Q2 		$6K Hold
150
– – ﹤0.01% 1243
2019
Q1 		$6K Hold
150
– – ﹤0.01% 1200
2018
Q4 		$5K Hold
150
– – ﹤0.01% 1163
2018
Q3 		$6K Hold
150
– – ﹤0.01% 1184
2018
Q2 		$6K Buy
+150
New +$5.83K ﹤0.01% 1157

Other funds holding IYK

DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Global Retirement Partners's IYK Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares US Consumer Staples ETF (IYK) in Q2 2026: 6,320 shares worth $459K. The stake represents 0.01% of the portfolio and ranks #1075 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IYK as recently as Q4 2025.

Global Retirement Partners first reported a position in IYK in Q2 2018 and has held it in 28 quarters since. The position peaked at $486K in Q2 2025. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

  • Global Retirement Partners held 6,320 shares of iShares US Consumer Staples ETF worth $459K as of Q2 2026.
  • iShares US Consumer Staples ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares US Consumer Staples ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1075 holding.
  • Global Retirement Partners first reported a position in iShares US Consumer Staples ETF in Q2 2018 and has held it in 28 quarters since.
  • Global Retirement Partners's iShares US Consumer Staples ETF position peaked at $486K in Q2 2025.
  • 286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.