Novak & Powell Financial Services’s iShares US Consumer Staples ETF IYK Stock Holding History

Novak & Powell Financial 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	$238K	Hold	3,401	–	–	0.13%	144
2025 Q4	$228K	Sell	3,401 -1,531	-31%	-$104K	0.12%	142
2025 Q3	$337K	Buy	+4,932	New	+$344K	0.18%	105
2025 Q2	–	Sell	-5,532	Closed	-$396K	–	153
2025 Q1	$396K	Sell	5,532 -272	-5%	-$18.5K	0.25%	90
2024 Q4	$381K	Buy	5,804 +2,403	+71%	+$165K	0.23%	94
2024 Q3	$240K	Hold	3,401	–	–	0.14%	141
2024 Q2	$224K	Buy	+3,401	New	+$226K	0.14%	133
2024 Q1	–	Sell	-3,534	Closed	-$229K	–	152
2023 Q4	$229K	Buy	+3,534	New	+$220K	0.15%	120

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

Novak & Powell Financial Services's IYK Position: Q1 2026 in Review

Novak & Powell Financial Services held its iShares US Consumer Staples ETF (IYK) position steady in Q1 2026 at 3,401 shares worth $238K. The position accounts for 0.13% of the portfolio, ranked #144.

Novak & Powell Financial Services first reported a position in IYK in Q4 2023 and has held it in 8 quarters since. The position peaked at $396K in Q1 2025. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

Novak & Powell Financial Services held 3,401 shares of iShares US Consumer Staples ETF worth $238K as of Q1 2026.
Novak & Powell Financial Services left its iShares US Consumer Staples ETF share count unchanged in Q1 2026.
iShares US Consumer Staples ETF made up 0.13% of Novak & Powell Financial Services's portfolio in Q1 2026, its #144 holding.
Novak & Powell Financial Services first reported a position in iShares US Consumer Staples ETF in Q4 2023 and has held it in 8 quarters since.
Novak & Powell Financial Services's iShares US Consumer Staples ETF position peaked at $396K in Q1 2025.
290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.