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

IHT 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
Q1 		$1.06M Sell
15,207
-744
-5% -$53.5K 0.02% 551
2025
Q4 		$1.07M Buy
15,951
+154
+1% +$10.5K 0.03% 530
2025
Q3 		$1.08M Sell
15,797
-1,192
-7% -$83.2K 0.03% 507
2025
Q2 		$1.2M Sell
16,989
-695
-4% -$48.9K 0.03% 450
2025
Q1 		$1.27M Buy
17,684
+784
+5% +$53.2K 0.04% 411
2024
Q4 		$1.11M Sell
16,900
-73
-0.4% -$5.01K 0.04% 425
2024
Q3 		$1.2M Buy
16,973
+796
+5% +$54.9K 0.03% 456
2024
Q2 		$1.06M Sell
16,177
-681
-4% -$45.3K 0.04% 422
2024
Q1 		$1.14M Buy
16,858
+10,156
+152% +$662K 0.05% 378
2023
Q4 		$428K Sell
6,702
-18
-0.3% -$1.12K 0.02% 654
2023
Q3 		$418K Sell
6,720
-1,191
-15% -$78.7K 0.02% 608
2023
Q2 		$528K Sell
7,911
-579
-7% -$38.9K 0.03% 520
2023
Q1 		$564K Sell
8,490
-2,844
-25% -$186K 0.03% 461
2022
Q4 		$766K Buy
11,334
+570
+5% +$37.5K 0.05% 363
2022
Q3 		$645K Buy
10,764
+4,302
+67% +$283K 0.05% 383
2022
Q2 		$420K Buy
6,462
+81
+1% +$5.45K 0.04% 435
2022
Q1 		$426K Sell
6,381
-7,278
-53% -$485K 0.03% 455
2021
Q4 		$911K Sell
13,659
-69
-0.5% -$4.32K 0.07% 287
2021
Q3 		$822K Sell
13,728
-1,101
-7% -$67.8K 0.07% 290
2021
Q2 		$909K Buy
14,829
+771
+5% +$46.4K 0.06% 343
2021
Q1 		$829K Buy
14,058
+30
+0.2% +$1.76K 0.06% 312
2020
Q4 		$811K Buy
14,028
+36
+0.3% +$1.91K 0.07% 277
2020
Q3 		$697K Buy
13,992
+252
+2% +$12K 0.07% 265
2020
Q2 		$584K Sell
13,740
-384
-3% -$15.5K 0.08% 261
2020
Q1 		$509K Sell
14,124
-4,512
-24% -$191K 0.07% 282
2019
Q4 		$827K Buy
18,636
+609
+3% +$26K 0.1% 242
2019
Q3 		$760K Buy
18,027
+231
+1% +$9.55K 0.1% 235
2019
Q2 		$721K Buy
17,796
+726
+4% +$29.3K 0.1% 224
2019
Q1 		$680K Buy
17,070
+1,794
+12% +$68.4K 0.11% 211
2018
Q4 		$542K Sell
15,276
-11,733
-43% -$448K 0.1% 225
2018
Q3 		$1.07M Buy
27,009
+2,040
+8% +$81.7K 0.23% 115
2018
Q2 		$984K Buy
24,969
+324
+1% +$12.6K 0.25% 111
2018
Q1 		$953K Buy
24,645
+1,227
+5% +$50.8K 0.26% 94
2017
Q4 		$1M Buy
23,418
+375
+2% +$15.4K 0.27% 97
2017
Q3 		$932K Buy
23,043
+22,308
+3,035% +$904K 0.4% 62
2017
Q2 		$35 Hold
735
– – 0.02% 616
2017
Q1 		$26K Sell
735
-3,546
-83% -$138K 0.02% 577
2016
Q4 		$159K Buy
+4,281
New +$158K 0.12% 196

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

IHT Wealth Management's IYK Position: Q1 2026 in Review

IHT Wealth Management reduced its iShares US Consumer Staples ETF (IYK) stake by 4.7% in Q1 2026, selling an estimated $53.5K and leaving 15,207 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #551.

IHT Wealth Management first reported a position in IYK in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.27M in Q1 2025. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

  • IHT Wealth Management held 15,207 shares of iShares US Consumer Staples ETF worth $1.06M as of Q1 2026.
  • IHT Wealth Management sold 744 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $53.5K.
  • iShares US Consumer Staples ETF made up 0.02% of IHT Wealth Management's portfolio in Q1 2026, its #551 holding.
  • IHT Wealth Management first reported a position in iShares US Consumer Staples ETF in Q4 2016 and has held it in 38 quarters since.
  • IHT Wealth Management's iShares US Consumer Staples ETF position peaked at $1.27M in Q1 2025.
  • 290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.