High Point Wealth Management
IYK icon

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
Q3 		$235K Buy
3,317
+12
+0.4% +$890 0.19% 86
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

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

High Point Wealth Management's IYK Position: Q3 2026 in Review

High Point Wealth Management increased its iShares US Consumer Staples ETF (IYK) stake by 0.36% in Q3 2026, buying an estimated $890 and bringing the position to 3,317 shares worth $235K. The position accounts for 0.19% of the portfolio, ranked #86.

High Point Wealth Management first reported a position in IYK in Q4 2025 and has held it in 4 quarters since. The position peaked at $240K in Q2 2026. 235 funds tracked by Wall St. Rank hold IYK as of Q3 2026.

  • High Point Wealth Management held 3,317 shares of iShares US Consumer Staples ETF worth $235K as of Q3 2026.
  • High Point Wealth Management bought 12 iShares US Consumer Staples ETF shares in Q3 2026, an estimated $890.
  • iShares US Consumer Staples ETF made up 0.19% of High Point Wealth Management's portfolio in Q3 2026, its #86 holding.
  • High Point Wealth Management first reported a position in iShares US Consumer Staples ETF in Q4 2025 and has held it in 4 quarters since.
  • High Point Wealth Management's iShares US Consumer Staples ETF position peaked at $240K in Q2 2026.
  • 235 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.