Mutual Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

Mutual Advisors’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	$874K	Sell	12,487 -1,118	-8%	-$80.4K	0.02%	647
2025 Q4	$910K	Buy	13,605 +3,126	+30%	+$212K	0.02%	612
2025 Q3	$725K	Sell	10,479 -1,952	-16%	-$136K	0.02%	691
2025 Q2	$872K	Sell	12,431 -1,749	-12%	-$123K	0.02%	563
2025 Q1	$995K	Buy	14,180 +2,871	+25%	+$195K	0.03%	447
2024 Q4	$730K	Buy	11,309 +2,898	+34%	+$199K	0.02%	580
2024 Q3	$584K	Sell	8,411 -564	-6%	-$38.9K	0.02%	649
2024 Q2	$615K	Buy	8,975 +1,290	+17%	+$85.7K	0.02%	635
2024 Q1	$520K	Buy	7,685 +8	+0.1%	+$522	0.02%	684
2023 Q4	$491K	Sell	7,677 -2,037	-21%	-$127K	0.02%	656
2023 Q3	$604K	Sell	9,714 -1,038	-10%	-$68.6K	0.02%	572
2023 Q2	$718K	Sell	10,752 -150	-1%	-$10.1K	0.03%	534
2023 Q1	$724K	Buy	10,902 +1,278	+13%	+$83.6K	0.03%	519
2022 Q4	$650K	Sell	9,624 -6,657	-41%	-$438K	0.03%	521
2022 Q3	$976K	Buy	16,281 +2,391	+17%	+$157K	0.05%	367
2022 Q2	$903K	Sell	13,890 -318	-2%	-$21.4K	0.06%	368
2022 Q1	$949K	Buy	14,208 +6,420	+82%	+$428K	0.05%	389
2021 Q4	$520K	Sell	7,788 -21	-0.3%	-$1.32K	0.03%	570
2021 Q3	$467K	Hold	7,809	–	–	0.03%	564
2021 Q2	$479K	Buy	7,809 +147	+2%	+$8.84K	0.03%	536
2021 Q1	$452K	Sell	7,662 -99	-1%	-$5.8K	0.03%	509
2020 Q4	$449K	Buy	7,761 +642	+9%	+$34.1K	0.03%	489
2020 Q3	$354K	Buy	7,119 +147	+2%	+$7.01K	0.03%	498
2020 Q2	$296K	Buy	6,972 +129	+2%	+$5.21K	0.03%	510
2020 Q1	$247K	Buy	6,843 +60	+0.9%	+$2.54K	0.03%	449
2019 Q4	$301K	Buy	6,783 +90	+1%	+$3.85K	0.03%	460
2019 Q3	$282K	Hold	6,693	–	–	0.04%	432
2019 Q2	$271K	Buy	6,693 +18	+0.3%	+$725	0.04%	463
2019 Q1	$266K	Buy	6,675 +9	+0.1%	+$343	0.04%	387
2018 Q4	$236K	Buy	6,666 +48	+0.7%	+$1.83K	0.05%	373
2018 Q3	$262K	Hold	6,618	–	–	0.04%	396
2018 Q2	$261K	Sell	6,618 -336	-5%	-$13.1K	0.06%	356
2018 Q1	$276K	Sell	6,954 -63	-0.9%	-$2.61K	0.07%	324
2017 Q4	$296K	Buy	+7,017	New	+$288K	0.11%	217

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

Mutual Advisors's IYK Position: Q1 2026 in Review

Mutual Advisors reduced its iShares US Consumer Staples ETF (IYK) stake by 8.2% in Q1 2026, selling an estimated $80.4K and leaving 12,487 shares worth $874K. The position accounts for 0.02% of the portfolio, ranked #647.

Mutual Advisors first reported a position in IYK in Q4 2017 and has held it in 34 quarters since. The position peaked at $995K in Q1 2025. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

Mutual Advisors held 12,487 shares of iShares US Consumer Staples ETF worth $874K as of Q1 2026.
Mutual Advisors sold 1,118 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $80.4K.
iShares US Consumer Staples ETF made up 0.02% of Mutual Advisors's portfolio in Q1 2026, its #647 holding.
Mutual Advisors first reported a position in iShares US Consumer Staples ETF in Q4 2017 and has held it in 34 quarters since.
Mutual Advisors's iShares US Consumer Staples ETF position peaked at $995K in Q1 2025.
290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.