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Jaffetilchin Investment Partners’s iShares US Consumer Staples ETF IYK Stock Holding History

Jaffetilchin Investment Partners’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 		$589K Buy
8,405
+39
+0.5% +$2.8K 0.04% 247
2025
Q4 		$560K Buy
8,366
+82
+1% +$5.57K 0.03% 255
2025
Q3 		$567K Buy
8,284
+52
+0.6% +$3.63K 0.03% 262
2025
Q2 		$580K Buy
8,232
+46
+0.6% +$3.24K 0.04% 240
2025
Q1 		$586K Buy
8,186
+8
+0.1% +$543 0.04% 230
2024
Q4 		$536K Buy
8,178
+61
+0.8% +$4.19K 0.04% 219
2024
Q3 		$573K Sell
8,117
-2,096
-21% -$145K 0.04% 206
2024
Q2 		$672K Sell
10,213
-10
-0.1% -$665 0.06% 180
2024
Q1 		$691K Buy
10,223
+44
+0.4% +$2.87K 0.06% 176
2023
Q4 		$651K Buy
10,179
+174
+2% +$10.8K 0.06% 184
2023
Q3 		$622K Hold
10,005
– – 0.07% 170
2023
Q2 		$668K Sell
10,005
-54
-0.5% -$3.62K 0.07% 163
2023
Q1 		$668K Sell
10,059
-1,302
-11% -$85.2K 0.08% 164
2022
Q4 		$768K Buy
11,361
+1,518
+15% +$99.9K 0.09% 154
2022
Q3 		$590K Buy
9,843
+69
+0.7% +$4.53K 0.08% 157
2022
Q2 		$635K Buy
9,774
+39
+0.4% +$2.62K 0.08% 163
2022
Q1 		$662K Buy
9,735
+36
+0.4% +$2.4K 0.08% 158
2021
Q4 		$647K Buy
9,699
+57
+0.6% +$3.57K 0.06% 182
2021
Q3 		$577K Sell
9,642
-50,742
-84% -$3.13M 0.06% 181
2021
Q2 		$3.52M Buy
60,384
+49,551
+457% +$2.98M 0.24% 76
2021
Q1 		$639K Sell
10,833
-39,951
-79% -$2.34M 0.08% 176
2020
Q4 		$2.94M Buy
50,784
+2,022
+4% +$107K 0.42% 35
2020
Q3 		$2.43M Sell
48,762
-1,335
-3% -$63.7K 0.45% 37
2020
Q2 		$2.13M Buy
+50,097
New +$2.02M 0.47% 40

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 $8.41B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 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

Jaffetilchin Investment Partners's IYK Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its iShares US Consumer Staples ETF (IYK) stake by 0.47% in Q1 2026, buying an estimated $2.8K and bringing the position to 8,405 shares worth $589K. The position accounts for 0.04% of the portfolio, ranked #247.

Jaffetilchin Investment Partners first reported a position in IYK in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.52M in Q2 2021. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

  • Jaffetilchin Investment Partners held 8,405 shares of iShares US Consumer Staples ETF worth $589K as of Q1 2026.
  • Jaffetilchin Investment Partners bought 39 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $2.8K.
  • iShares US Consumer Staples ETF made up 0.04% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #247 holding.
  • Jaffetilchin Investment Partners first reported a position in iShares US Consumer Staples ETF in Q2 2020 and has held it in 24 quarters since.
  • Jaffetilchin Investment Partners's iShares US Consumer Staples ETF position peaked at $3.52M in Q2 2021.
  • 290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.