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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
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

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

Independent Financial Group's IYK Position: Q2 2026 in Review

Independent Financial Group increased its iShares US Consumer Staples ETF (IYK) stake by 0.07% in Q2 2026, buying an estimated $143 and bringing the position to 2,956 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #1442.

Independent Financial Group first reported a position in IYK in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.63M in Q4 2022. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

  • Independent Financial Group held 2,956 shares of iShares US Consumer Staples ETF worth $215K as of Q2 2026.
  • Independent Financial Group bought 2 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $143.
  • iShares US Consumer Staples ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1442 holding.
  • Independent Financial Group first reported a position in iShares US Consumer Staples ETF in Q2 2022 and has held it in 17 quarters since.
  • Independent Financial Group's iShares US Consumer Staples ETF position peaked at $1.63M in Q4 2022.
  • 286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.