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Retirement Planning Group (Kansas)’s iShares US Consumer Staples ETF IYK Stock Holding History

Retirement Planning Group (Kansas)’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 		$325K Sell
4,635
-479
-9% -$34.4K 0.01% 376
2025
Q4 		$342K Buy
5,114
+1,791
+54% +$122K 0.01% 314
2025
Q3 		$227K Buy
+3,323
New +$232K 0.01% 375
2023
Q4 		– Sell
-8,154
Closed -$507K – 189
2023
Q3 		$507K Buy
8,154
+513
+7% +$33.9K 0.05% 98
2023
Q2 		$510K Buy
+7,641
New +$513K 0.05% 102

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

Retirement Planning Group (Kansas)'s IYK Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its iShares US Consumer Staples ETF (IYK) stake by 9.4% in Q1 2026, selling an estimated $34.4K and leaving 4,635 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #376.

Retirement Planning Group (Kansas) first reported a position in IYK in Q2 2023 and has held it in 5 quarters since. The position peaked at $510K in Q2 2023. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

  • Retirement Planning Group (Kansas) held 4,635 shares of iShares US Consumer Staples ETF worth $325K as of Q1 2026.
  • Retirement Planning Group (Kansas) sold 479 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $34.4K.
  • iShares US Consumer Staples ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #376 holding.
  • Retirement Planning Group (Kansas) first reported a position in iShares US Consumer Staples ETF in Q2 2023 and has held it in 5 quarters since.
  • Retirement Planning Group (Kansas)'s iShares US Consumer Staples ETF position peaked at $510K in Q2 2023.
  • 290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.