Kestra Advisory Services’s iShares US Consumer Staples ETF IYK Stock Holding History

Kestra Advisory Services’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	$2.18M	Buy	30,805 +5,466	+22%	+$405K	0.01%	1404
2026 Q2	$1.84M	Sell	25,339 -3,982	-14%	-$285K	0.01%	1415
2026 Q1	$2.05M	Buy	29,321 +1,974	+7%	+$142K	0.01%	1285
2025 Q4	$1.83M	Buy	27,347 +7,472	+38%	+$507K	0.01%	1274
2025 Q3	$1.36M	Sell	19,875 -5,314	-21%	-$371K	0.01%	1389
2025 Q2	$1.78M	Buy	25,189 +3,038	+14%	+$214K	0.01%	1138
2025 Q1	$1.59M	Buy	22,151 +3,978	+22%	+$270K	0.01%	1095
2024 Q4	$1.19M	Buy	18,173 +339	+2%	+$23.3K	0.01%	1301
2024 Q3	$1.26M	Sell	17,834 -1,916	-10%	-$132K	0.01%	1193
2024 Q2	$1.27M	Buy	19,750 +134	+0.7%	+$8.9K	0.01%	1189
2024 Q1	$1.33M	Buy	19,616 +5,060	+35%	+$330K	0.01%	1068
2023 Q4	$930K	Sell	14,556 -441	-3%	-$27.4K	0.01%	1161
2023 Q3	$932K	Sell	14,997 -15,975	-52%	-$1.06M	0.01%	1029
2023 Q2	$2.07M	Sell	30,972 -14,904	-32%	-$1M	0.02%	657
2023 Q1	$3.05M	Buy	45,876 +597	+1%	+$39.1K	0.03%	505
2022 Q4	$3.06M	Buy	45,279 +7,962	+21%	+$524K	0.03%	582
2022 Q3	$2.24M	Buy	37,317 +3,948	+12%	+$259K	0.02%	628
2022 Q2	$2.17M	Buy	33,369 +11,700	+54%	+$786K	0.02%	647
2022 Q1	$1.45M	Buy	21,669 +711	+3%	+$47.4K	0.02%	798
2021 Q4	$1.4M	Buy	20,958 +183	+0.9%	+$11.5K	0.01%	838
2021 Q3	$1.24M	Buy	20,775 +1,689	+9%	+$104K	0.01%	903
2021 Q2	$1.17M	Buy	19,086 +558	+3%	+$33.6K	0.01%	867
2021 Q1	$1.09M	Sell	18,528 -53,106	-74%	-$3.11M	0.01%	822
2020 Q4	$4.12M	Buy	71,634 +71,334	+23,778%	+$3.79M	0.05%	384
2020 Q3	$931K	Buy	+300	New	+$14.3K	0.02%	641

Other funds holding IYK

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Kestra Advisory Services's IYK Position: Q3 2026 in Review

Kestra Advisory Services increased its iShares US Consumer Staples ETF (IYK) stake by 22% in Q3 2026, buying an estimated $405K and bringing the position to 30,805 shares worth $2.18M. The position accounts for 0.01% of the portfolio, ranked #1404.

Kestra Advisory Services first reported a position in IYK in Q3 2020 and has held it in 25 quarters since. The position peaked at $4.12M in Q4 2020. 225 funds tracked by Wall St. Rank hold IYK as of Q3 2026.

Kestra Advisory Services held 30,805 shares of iShares US Consumer Staples ETF worth $2.18M as of Q3 2026.
Kestra Advisory Services bought 5,466 iShares US Consumer Staples ETF shares in Q3 2026, an estimated $405K.
iShares US Consumer Staples ETF made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1404 holding.
Kestra Advisory Services first reported a position in iShares US Consumer Staples ETF in Q3 2020 and has held it in 25 quarters since.
Kestra Advisory Services's iShares US Consumer Staples ETF position peaked at $4.12M in Q4 2020.
225 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.