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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
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% +$5.71K ﹤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

DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Olistico Wealth's IYK Position: Q2 2026 in Review

Olistico Wealth held its iShares US Consumer Staples ETF (IYK) position steady in Q2 2026 at 120 shares worth $8.72K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Olistico Wealth first reported a position in IYK in Q4 2024 and has held it in 6 quarters since. 287 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

  • Olistico Wealth held 120 shares of iShares US Consumer Staples ETF worth $8.72K as of Q2 2026.
  • Olistico Wealth left its iShares US Consumer Staples ETF share count unchanged in Q2 2026.
  • iShares US Consumer Staples ETF made up ﹤0.01% of Olistico Wealth's portfolio in Q2 2026, its #255 holding.
  • Olistico Wealth first reported a position in iShares US Consumer Staples ETF in Q4 2024 and has held it in 6 quarters since.
  • 287 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.