Core Capital Management & Research, inc.’s iShares US Consumer Staples ETF IYK Stock Holding History

Core Capital Management & Research, inc.’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	$2.94K	Buy	+39	New	+$2.79K	﹤0.01%	174

Other funds holding IYK

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Core Capital Management & Research, inc.'s IYK Position: Q2 2026 in Review

Core Capital Management & Research, inc. opened a new position in iShares US Consumer Staples ETF (IYK) in Q2 2026: 39 shares worth $2.94K. The stake represents ﹤0.01% of the portfolio and ranks #174 among its holdings.

287 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Core Capital Management & Research, inc. held 39 shares of iShares US Consumer Staples ETF worth $2.94K as of Q2 2026.
iShares US Consumer Staples ETF was a new Core Capital Management & Research, inc. position in Q2 2026.
iShares US Consumer Staples ETF made up ﹤0.01% of Core Capital Management & Research, inc.'s portfolio in Q2 2026, its #174 holding.
287 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Core Capital Management & Research, inc.'s 13F filing for Q2 2026, filed 9 Sep 2026.