HI
IYK icon

Harbour Investments’s iShares US Consumer Staples ETF IYK Stock Holding History

Harbour Investments’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
6,314
+457
+8% +$32.7K 0.01% 1155
2026
Q1 		$410K Buy
5,857
+4,720
+415% +$339K 0.01% 1150
2025
Q4 		$76.1K Sell
1,137
-132
-10% -$8.96K ﹤0.01% 1764
2025
Q3 		$86.8K Sell
1,269
-5,219
-80% -$364K ﹤0.01% 1635
2025
Q2 		$457K Buy
6,488
+4,962
+325% +$349K 0.01% 806
2025
Q1 		$109K Sell
1,526
-438
-22% -$29.7K ﹤0.01% 1387
2024
Q4 		$129K Buy
1,964
+1
+0.1% +$69 ﹤0.01% 1246
2024
Q3 		$139K Sell
1,963
-174
-8% -$12K ﹤0.01% 1169
2024
Q2 		$141K Sell
2,137
-30
-1% -$1.99K ﹤0.01% 1084
2024
Q1 		$147K Sell
2,167
-1,529
-41% -$99.7K 0.01% 1046
2023
Q4 		$236K Sell
3,696
-288
-7% -$17.9K 0.01% 802
2023
Q3 		$248K Sell
3,984
-8,112
-67% -$536K 0.01% 715
2023
Q2 		$808K Sell
12,096
-3,216
-21% -$216K 0.04% 394
2023
Q1 		$1.02M Buy
15,312
+4,245
+38% +$278K 0.06% 319
2022
Q4 		$748K Sell
11,067
-40,839
-79% -$2.69M 0.05% 362
2022
Q3 		$3.37M Hold
51,906
– – 0.23% 78
2022
Q2 		$3.37M Buy
+51,906
New +$3.49M 0.23% 78
2021
Q4 		$46K Sell
684
-4,194
-86% -$263K ﹤0.01% 1297
2021
Q3 		$292K Hold
4,878
– – 0.01% 852
2021
Q2 		$299K Buy
4,878
+39
+0.8% +$2.35K 0.01% 868
2021
Q1 		$286K Buy
+4,839
New +$283K 0.01% 817

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

Harbour Investments's IYK Position: Q2 2026 in Review

Harbour Investments increased its iShares US Consumer Staples ETF (IYK) stake by 7.8% in Q2 2026, buying an estimated $32.7K and bringing the position to 6,314 shares worth $459K. The position accounts for 0.01% of the portfolio, ranked #1155.

Harbour Investments first reported a position in IYK in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.37M in Q3 2022. 287 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

  • Harbour Investments held 6,314 shares of iShares US Consumer Staples ETF worth $459K as of Q2 2026.
  • Harbour Investments bought 457 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $32.7K.
  • iShares US Consumer Staples ETF made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #1155 holding.
  • Harbour Investments first reported a position in iShares US Consumer Staples ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's iShares US Consumer Staples ETF position peaked at $3.37M in Q3 2022.
  • 287 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.