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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

KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
SLP
Storen Legacy Partners Zionsville, Indiana $367M AUM
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
WSFG
Wall Street Financial Group Carlinville, Illinois $187M AUM 51.01% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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. 44 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.
  • 44 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.