PUREfi Wealth
IYK icon

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
Q3 		$347K Buy
4,899
+43
+0.9% +$3.19K 0.16% 156
2026
Q2 		$353K Buy
4,856
+375
+8% +$26.8K 0.19% 138
2026
Q1 		$314K Buy
+4,481
New +$322K 0.21% 132

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MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Key Client Fiduciary Advisors
Key Client Fiduciary Advisors Fairfield, New Jersey $358M AUM 21.09% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
WealthSpring Partners
WealthSpring Partners Long Beach, California $94.4M AUM 11.13% 1-Year Est. Return
Centerline Wealth Advisors
Centerline Wealth Advisors Louisville, Kentucky $321M AUM 13.56% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
Madison Park Capital Advisors
Madison Park Capital Advisors Seattle, Washington $156M AUM 10.74% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

PUREfi Wealth's IYK Position: Q3 2026 in Review

PUREfi Wealth increased its iShares US Consumer Staples ETF (IYK) stake by 0.89% in Q3 2026, buying an estimated $3.19K and bringing the position to 4,899 shares worth $347K. The position accounts for 0.16% of the portfolio, ranked #156.

PUREfi Wealth first reported a position in IYK in Q1 2026 and has held it in 3 quarters since. The position peaked at $353K in Q2 2026. 103 funds tracked by Wall St. Rank hold IYK as of Q3 2026.

  • PUREfi Wealth held 4,899 shares of iShares US Consumer Staples ETF worth $347K as of Q3 2026.
  • PUREfi Wealth bought 43 iShares US Consumer Staples ETF shares in Q3 2026, an estimated $3.19K.
  • iShares US Consumer Staples ETF made up 0.16% of PUREfi Wealth's portfolio in Q3 2026, its #156 holding.
  • PUREfi Wealth first reported a position in iShares US Consumer Staples ETF in Q1 2026 and has held it in 3 quarters since.
  • PUREfi Wealth's iShares US Consumer Staples ETF position peaked at $353K in Q2 2026.
  • 103 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.