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High Point Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History

High Point Wealth Management’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 		$240K Buy
3,305
+12
+0.4% +$858 0.2% 84
2026
Q1 		$231K Buy
3,293
+10
+0.3% +$719 0.22% 79
2025
Q4 		$220K Buy
+3,283
New +$223K 0.21% 85

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

High Point Wealth Management's IYK Position: Q2 2026 in Review

High Point Wealth Management increased its iShares US Consumer Staples ETF (IYK) stake by 0.36% in Q2 2026, buying an estimated $858 and bringing the position to 3,305 shares worth $240K. The position accounts for 0.2% of the portfolio, ranked #84.

High Point Wealth Management first reported a position in IYK in Q4 2025 and has held it in 3 quarters since. 179 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

  • High Point Wealth Management held 3,305 shares of iShares US Consumer Staples ETF worth $240K as of Q2 2026.
  • High Point Wealth Management bought 12 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $858.
  • iShares US Consumer Staples ETF made up 0.2% of High Point Wealth Management's portfolio in Q2 2026, its #84 holding.
  • High Point Wealth Management first reported a position in iShares US Consumer Staples ETF in Q4 2025 and has held it in 3 quarters since.
  • 179 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.