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Pacific Sun Financial’s iShares US Consumer Staples ETF IYK Stock Holding History

Pacific Sun Financial’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 		$449K Sell
6,406
-130
-2% -$9.35K 0.22% 131
2025
Q4 		$437K Sell
6,536
-110
-2% -$7.47K 0.21% 129
2025
Q3 		$455K Buy
6,646
+445
+7% +$31K 0.22% 124
2025
Q2 		$437K Hold
6,201
– – 0.23% 125
2025
Q1 		$444K Buy
6,201
+100
+2% +$6.79K 0.25% 119
2024
Q4 		$400K Buy
6,101
+145
+2% +$9.96K 0.22% 126
2024
Q3 		$420K Sell
5,956
-70
-1% -$4.83K 0.23% 121
2024
Q2 		$396K Sell
6,026
-25
-0.4% -$1.66K 0.23% 118
2024
Q1 		$409K Sell
6,051
-435
-7% -$28.4K 0.24% 122
2023
Q4 		$414K Buy
6,486
+30
+0.5% +$1.87K 0.26% 114
2023
Q3 		$401K Buy
6,456
+102
+2% +$6.74K 0.28% 108
2023
Q2 		$422K Buy
+6,354
New +$426K 0.28% 110
2022
Q4 		$391K Buy
5,784
+648
+13% +$42.6K 0.28% 112
2022
Q3 		$308K Buy
5,136
+1,182
+30% +$77.6K 0.22% 129
2022
Q2 		$257K Buy
3,954
+714
+22% +$48K 0.17% 149
2022
Q1 		$216K Buy
+3,240
New +$216K 0.12% 182

Other funds holding IYK

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pacific Sun Financial's IYK Position: Q1 2026 in Review

Pacific Sun Financial reduced its iShares US Consumer Staples ETF (IYK) stake by 2% in Q1 2026, selling an estimated $9.35K and leaving 6,406 shares worth $449K. The position accounts for 0.22% of the portfolio, ranked #131.

Pacific Sun Financial first reported a position in IYK in Q1 2022 and has held it in 16 quarters since. The position peaked at $455K in Q3 2025. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

  • Pacific Sun Financial held 6,406 shares of iShares US Consumer Staples ETF worth $449K as of Q1 2026.
  • Pacific Sun Financial sold 130 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $9.35K.
  • iShares US Consumer Staples ETF made up 0.22% of Pacific Sun Financial's portfolio in Q1 2026, its #131 holding.
  • Pacific Sun Financial first reported a position in iShares US Consumer Staples ETF in Q1 2022 and has held it in 16 quarters since.
  • Pacific Sun Financial's iShares US Consumer Staples ETF position peaked at $455K in Q3 2025.
  • 290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.