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

Kestra Private Wealth 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
Q1 		$361K Sell
5,160
-6,215
-55% -$447K ﹤0.01% 1367
2025
Q4 		$761K Buy
11,375
+612
+6% +$41.5K 0.01% 936
2025
Q3 		$736K Buy
10,763
+154
+1% +$10.7K 0.01% 911
2025
Q2 		$748K Buy
+10,609
New +$747K 0.01% 858
2025
Q1 		– Sell
-3,335
Closed -$219K – 1537
2024
Q4 		$219K Sell
3,335
-254
-7% -$17.4K ﹤0.01% 1283
2024
Q3 		$253K Buy
+3,589
New +$248K ﹤0.01% 1157

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 $6.98B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 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

Kestra Private Wealth Services's IYK Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its iShares US Consumer Staples ETF (IYK) stake by 55% in Q1 2026, selling an estimated $447K and leaving 5,160 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #1367.

Kestra Private Wealth Services first reported a position in IYK in Q3 2024 and has held it in 6 quarters since. The position peaked at $761K in Q4 2025. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

  • Kestra Private Wealth Services held 5,160 shares of iShares US Consumer Staples ETF worth $361K as of Q1 2026.
  • Kestra Private Wealth Services sold 6,215 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $447K.
  • iShares US Consumer Staples ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1367 holding.
  • Kestra Private Wealth Services first reported a position in iShares US Consumer Staples ETF in Q3 2024 and has held it in 6 quarters since.
  • Kestra Private Wealth Services's iShares US Consumer Staples ETF position peaked at $761K in Q4 2025.
  • 290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.