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

PUREfi 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
Q1 		$314K Buy
+4,481
New +$322K 0.21% 132

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

PUREfi Wealth's IYK Position: Q1 2026 in Review

PUREfi Wealth opened a new position in iShares US Consumer Staples ETF (IYK) in Q1 2026: 4,481 shares worth $314K. The stake represents 0.21% of the portfolio and ranks #132 among its holdings.

290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

  • PUREfi Wealth held 4,481 shares of iShares US Consumer Staples ETF worth $314K as of Q1 2026.
  • iShares US Consumer Staples ETF was a new PUREfi Wealth position in Q1 2026.
  • iShares US Consumer Staples ETF made up 0.21% of PUREfi Wealth's portfolio in Q1 2026, its #132 holding.
  • 290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on PUREfi Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.