Olistico Wealth’s iShares US Consumer Staples ETF IYK Stock Holding History

Olistico Wealth’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 Q3	$8.49K	Hold	120	–	–	﹤0.01%	271
2026 Q2	$8.72K	Hold	120	–	–	﹤0.01%	255
2026 Q1	$8.4K	Hold	120	–	–	﹤0.01%	266
2025 Q4	$8.03K	Buy	+120	New	+$8.14K	﹤0.01%	265
2025 Q3	–	Sell	-120	Closed	-$8.46K	–	221
2025 Q2	$8.46K	Buy	120 +81	+208%	+$5.7K	﹤0.01%	271
2025 Q1	$2.79K	Sell	39 -24	-38%	-$1.63K	﹤0.01%	295
2024 Q4	$4.13K	Buy	+63	New	+$4.33K	﹤0.01%	269

Other funds holding IYK

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Key Client Fiduciary Advisors Fairfield, New Jersey $358M AUM 21.09% 1-Year Est. Return

Olistico Wealth's IYK Position: Q3 2026 in Review

Olistico Wealth held its iShares US Consumer Staples ETF (IYK) position steady in Q3 2026 at 120 shares worth $8.49K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Olistico Wealth first reported a position in IYK in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.72K in Q2 2026. 192 funds tracked by Wall St. Rank hold IYK as of Q3 2026.

Olistico Wealth held 120 shares of iShares US Consumer Staples ETF worth $8.49K as of Q3 2026.
Olistico Wealth left its iShares US Consumer Staples ETF share count unchanged in Q3 2026.
iShares US Consumer Staples ETF made up ﹤0.01% of Olistico Wealth's portfolio in Q3 2026, its #271 holding.
Olistico Wealth first reported a position in iShares US Consumer Staples ETF in Q4 2024 and has held it in 7 quarters since.
Olistico Wealth's iShares US Consumer Staples ETF position peaked at $8.72K in Q2 2026.
192 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.