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MCC
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
Shares
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
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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