Prospera Financial Services’s iShares US Consumer Staples ETF IYK Stock Holding History

Prospera 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 Q2	$688K	Buy	9,462 +104	+1%	+$7.43K	0.01%	920
2026 Q1	$655K	Buy	9,358 +1	+0%	+$72	0.01%	892
2025 Q4	$626K	Buy	9,357 +395	+4%	+$26.8K	0.01%	849
2025 Q3	$613K	Buy	8,962 +50	+0.6%	+$3.49K	0.01%	860
2025 Q2	$628K	Hold	8,912	–	–	0.01%	825
2025 Q1	$638K	Sell	8,912 -95	-1%	-$6.45K	0.01%	696
2024 Q4	$591K	Buy	9,007 +1	+0%	+$69	0.01%	694
2024 Q3	$636K	Buy	9,006 +4,434	+97%	+$306K	0.02%	637
2024 Q2	$301K	Buy	4,572 +1	+0%	+$66	0.01%	918
2024 Q1	$309K	Buy	4,571 +71	+2%	+$4.63K	0.01%	891
2023 Q4	$288K	Sell	4,500 -106,863	-96%	-$6.65M	0.01%	871
2023 Q3	$6.92M	Sell	111,363 -801	-0.7%	-$52.9K	0.27%	80
2023 Q2	$7.49M	Sell	112,164 -9,111	-8%	-$611K	0.29%	79
2023 Q1	$8.05M	Buy	121,275 +9,582	+9%	+$627K	0.33%	62
2022 Q4	$7.55M	Sell	111,693 -936	-0.8%	-$61.6K	0.38%	60
2022 Q3	$6.75M	Buy	112,629 +37,461	+50%	+$2.46M	0.35%	54
2022 Q2	$4.88M	Buy	75,168 +1,146	+2%	+$77K	0.25%	88
2022 Q1	$4.94M	Buy	74,022 +69,789	+1,649%	+$4.65M	0.21%	111
2021 Q4	$282K	Hold	4,233	–	–	0.01%	727
2021 Q3	$253K	Sell	4,233 -159	-4%	-$9.79K	0.01%	708
2021 Q2	$269K	Sell	4,392 -46,326	-91%	-$2.79M	0.01%	686
2021 Q1	$2.99M	Buy	50,718 +6	+0%	+$351	0.18%	142
2020 Q4	$2.93M	Buy	50,712 +99	+0.2%	+$5.25K	0.2%	118
2020 Q3	$2.52M	Buy	50,613 +43,032	+568%	+$2.05M	0.96%	15
2020 Q2	$322K	Sell	7,581 -57	-0.7%	-$2.3K	0.03%	427
2020 Q1	$275K	Hold	7,638	–	–	0.03%	411
2019 Q4	$339K	Buy	+7,638	New	+$327K	0.03%	458
2016 Q4	–	Sell	-8,064	Closed	-$306K	–	402
2016 Q3	$306K	Buy	8,064 +2,607	+48%	+$101K	0.06%	263
2016 Q2	$210K	Buy	+5,457	New	+$205K	0.04%	312

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 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

Prospera Financial Services's IYK Position: Q2 2026 in Review

Prospera Financial Services increased its iShares US Consumer Staples ETF (IYK) stake by 1.1% in Q2 2026, buying an estimated $7.43K and bringing the position to 9,462 shares worth $688K. The position accounts for 0.01% of the portfolio, ranked #920.

Prospera Financial Services first reported a position in IYK in Q2 2016 and has held it in 29 quarters since. The position peaked at $8.05M in Q1 2023. 44 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Prospera Financial Services held 9,462 shares of iShares US Consumer Staples ETF worth $688K as of Q2 2026.
Prospera Financial Services bought 104 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $7.43K.
iShares US Consumer Staples ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #920 holding.
Prospera Financial Services first reported a position in iShares US Consumer Staples ETF in Q2 2016 and has held it in 29 quarters since.
Prospera Financial Services's iShares US Consumer Staples ETF position peaked at $8.05M in Q1 2023.
44 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.