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Money Concepts Capital’s iShares US Consumer Staples ETF IYK Stock Holding History

Money Concepts Capital’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 		$2.47M Buy
35,212
+357
+1% +$25.7K 0.14% 154
2025
Q4 		$2.33M Buy
34,855
+4,845
+16% +$329K 0.13% 151
2025
Q3 		$2.05M Buy
30,010
+1,687
+6% +$118K 0.13% 163
2025
Q2 		$2M Buy
28,323
+617
+2% +$43.5K 0.13% 154
2025
Q1 		$1.98M Buy
27,706
+855
+3% +$58.1K 0.15% 148
2024
Q4 		$1.76M Sell
26,851
-302
-1% -$20.7K 0.13% 157
2024
Q3 		$1.92M Sell
27,153
-3,069
-10% -$212K 0.15% 149
2024
Q2 		$1.99M Buy
30,222
+440
+1% +$29.2K 0.17% 142
2024
Q1 		$2.01M Buy
29,782
+5,113
+21% +$333K 0.19% 144
2023
Q4 		$1.58M Buy
24,669
+330
+1% +$20.5K 0.15% 162
2023
Q3 		$1.51M Sell
24,339
-27,705
-53% -$1.83M 0.16% 154
2023
Q2 		$3.47M Sell
52,044
-605,985
-92% -$40.7M 0.35% 87
2023
Q1 		$2.46M Buy
658,029
+437,175
+198% +$28.6M 0.14% 134
2022
Q4 		$14.9M Buy
220,854
+44,355
+25% +$2.92M 0.67% 41
2022
Q3 		$10.6M Buy
176,499
+19,620
+13% +$1.29M 0.62% 45
2022
Q2 		$10.3M Buy
156,879
+3,999
+3% +$269K 0.92% 20
2022
Q1 		$10.2M Buy
152,880
+152,760
+127,300% +$10.2M 0.58% 36
2021
Q4 		$8K Buy
+120
New +$7.52K ﹤0.01% 688
2021
Q1 		$1.07M Buy
+18,150
New +$1.06M 0.09% 208

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

Money Concepts Capital's IYK Position: Q1 2026 in Review

Money Concepts Capital increased its iShares US Consumer Staples ETF (IYK) stake by 1% in Q1 2026, buying an estimated $25.7K and bringing the position to 35,212 shares worth $2.47M. The position accounts for 0.14% of the portfolio, ranked #154.

Money Concepts Capital first reported a position in IYK in Q1 2021 and has held it in 19 quarters since. The position peaked at $14.9M in Q4 2022. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

  • Money Concepts Capital held 35,212 shares of iShares US Consumer Staples ETF worth $2.47M as of Q1 2026.
  • Money Concepts Capital bought 357 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $25.7K.
  • iShares US Consumer Staples ETF made up 0.14% of Money Concepts Capital's portfolio in Q1 2026, its #154 holding.
  • Money Concepts Capital first reported a position in iShares US Consumer Staples ETF in Q1 2021 and has held it in 19 quarters since.
  • Money Concepts Capital's iShares US Consumer Staples ETF position peaked at $14.9M in Q4 2022.
  • 290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.