Johnson Financial Group Inc (Wisconsin)’s iShares US Consumer Staples ETF IYK Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$147K	Hold	2,100	–	–	0.01%	359
2025 Q4	$141K	Hold	2,100	–	–	0.01%	378
2025 Q3	$144K	Hold	2,100	–	–	0.01%	402
2025 Q2	$148K	Hold	2,100	–	–	0.01%	338
2025 Q1	$150K	Hold	2,100	–	–	0.01%	409
2024 Q4	$139K	Hold	2,100	–	–	0.01%	336
2024 Q3	$148K	Hold	2,100	–	–	0.01%	392
2024 Q2	$138K	Hold	2,100	–	–	0.01%	351
2024 Q1	$142K	Hold	2,100	–	–	0.01%	330
2023 Q4	$134K	Hold	2,100	–	–	0.01%	342
2023 Q3	$132K	Hold	2,100	–	–	0.01%	285
2023 Q2	$140K	Hold	2,100	–	–	0.01%	301
2023 Q1	$139K	Buy	+2,100	New	+$137K	0.01%	303

Other funds holding IYK

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s IYK Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its iShares US Consumer Staples ETF (IYK) position steady in Q1 2026 at 2,100 shares worth $147K. The position accounts for 0.01% of the portfolio, ranked #359.

Johnson Financial Group Inc (Wisconsin) first reported a position in IYK in Q1 2023 and has held it in 13 quarters since. The position peaked at $150K in Q1 2025. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

Johnson Financial Group Inc (Wisconsin) held 2,100 shares of iShares US Consumer Staples ETF worth $147K as of Q1 2026.
Johnson Financial Group Inc (Wisconsin) left its iShares US Consumer Staples ETF share count unchanged in Q1 2026.
iShares US Consumer Staples ETF made up 0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #359 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in iShares US Consumer Staples ETF in Q1 2023 and has held it in 13 quarters since.
Johnson Financial Group Inc (Wisconsin)'s iShares US Consumer Staples ETF position peaked at $150K in Q1 2025.
290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.