New Insight Wealth Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

New Insight Wealth 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	$640K	Sell	9,145 -895	-9%	-$64.3K	0.23%	62
2025 Q4	$672K	Sell	10,040 -457	-4%	-$31K	0.24%	65
2025 Q3	$718K	Sell	10,497 -250	-2%	-$17.4K	0.27%	57
2025 Q2	$757K	Buy	10,747 +138	+1%	+$9.72K	0.31%	49
2025 Q1	$759K	Buy	10,609 +1,766	+20%	+$120K	0.34%	43
2024 Q4	$580K	Buy	8,843 +1,108	+14%	+$76.1K	0.29%	47
2024 Q3	$546K	Buy	7,735 +306	+4%	+$21.1K	0.29%	45
2024 Q2	$488K	Buy	7,429 +1,120	+18%	+$74.4K	0.29%	46
2024 Q1	$427K	Sell	6,309 -390	-6%	-$25.4K	0.27%	48
2023 Q4	$428K	Buy	+6,699	New	+$417K	0.29%	50

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

New Insight Wealth Advisors's IYK Position: Q1 2026 in Review

New Insight Wealth Advisors reduced its iShares US Consumer Staples ETF (IYK) stake by 8.9% in Q1 2026, selling an estimated $64.3K and leaving 9,145 shares worth $640K. The position accounts for 0.23% of the portfolio, ranked #62.

New Insight Wealth Advisors first reported a position in IYK in Q4 2023 and has held it in 10 quarters since. The position peaked at $759K in Q1 2025. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

New Insight Wealth Advisors held 9,145 shares of iShares US Consumer Staples ETF worth $640K as of Q1 2026.
New Insight Wealth Advisors sold 895 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $64.3K.
iShares US Consumer Staples ETF made up 0.23% of New Insight Wealth Advisors's portfolio in Q1 2026, its #62 holding.
New Insight Wealth Advisors first reported a position in iShares US Consumer Staples ETF in Q4 2023 and has held it in 10 quarters since.
New Insight Wealth Advisors's iShares US Consumer Staples ETF position peaked at $759K in Q1 2025.
290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.