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IYK icon

Independent Financial Group’s iShares US Consumer Staples ETF IYK Stock Holding History

Independent Financial Group’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 		$211K Buy
2,983
+27
+0.9% +$2K ﹤0.01% 1481
2026
Q2 		$215K Buy
2,956
+2
+0.1% +$143 ﹤0.01% 1442
2026
Q1 		$207K Sell
2,954
-102
-3% -$7.33K ﹤0.01% 1365
2025
Q4 		$205K Buy
3,056
+4
+0.1% +$272 ﹤0.01% 1339
2025
Q3 		$209K Sell
3,052
-2,246
-42% -$157K 0.01% 1267
2025
Q2 		$373K Buy
5,298
+1,593
+43% +$112K 0.01% 916
2025
Q1 		$265K Sell
3,705
-6,859
-65% -$466K 0.01% 979
2024
Q4 		$693K Sell
10,564
-111
-1% -$7.63K 0.02% 591
2024
Q3 		$753K Sell
10,675
-113
-1% -$7.79K 0.03% 524
2024
Q2 		$709K Sell
10,788
-855
-7% -$56.8K 0.03% 491
2024
Q1 		$787K Sell
11,643
-831
-7% -$54.2K 0.04% 446
2023
Q4 		$797K Buy
12,474
+132
+1% +$8.21K 0.04% 420
2023
Q3 		$767K Sell
12,342
-7,914
-39% -$523K 0.05% 387
2023
Q2 		$1.35M Sell
20,256
-2,850
-12% -$191K 0.09% 240
2023
Q1 		$1.53M Sell
23,106
-1,008
-4% -$66K 0.12% 189
2022
Q4 		$1.63M Sell
24,114
-6
-0% -$395 0.14% 151
2022
Q3 		$1.45M Buy
24,120
+8,901
+58% +$585K 0.13% 158
2022
Q2 		$989K Buy
+15,219
New +$1.02M 0.11% 226

Other funds holding IYK

FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Independent Financial Group's IYK Position: Q3 2026 in Review

Independent Financial Group increased its iShares US Consumer Staples ETF (IYK) stake by 0.91% in Q3 2026, buying an estimated $2K and bringing the position to 2,983 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #1481.

Independent Financial Group first reported a position in IYK in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.63M in Q4 2022. 21 funds tracked by Wall St. Rank hold IYK as of Q3 2026.

  • Independent Financial Group held 2,983 shares of iShares US Consumer Staples ETF worth $211K as of Q3 2026.
  • Independent Financial Group bought 27 iShares US Consumer Staples ETF shares in Q3 2026, an estimated $2K.
  • iShares US Consumer Staples ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q3 2026, its #1481 holding.
  • Independent Financial Group first reported a position in iShares US Consumer Staples ETF in Q2 2022 and has held it in 18 quarters since.
  • Independent Financial Group's iShares US Consumer Staples ETF position peaked at $1.63M in Q4 2022.
  • 21 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.