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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
Q2 		$338K Buy
4,654
+19
+0.4% +$1.36K 0.01% 404
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 $13.5B AUM 21.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
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

Retirement Planning Group (Kansas)'s IYK Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its iShares US Consumer Staples ETF (IYK) stake by 0.41% in Q2 2026, buying an estimated $1.36K and bringing the position to 4,654 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #404.

Retirement Planning Group (Kansas) first reported a position in IYK in Q2 2023 and has held it in 6 quarters since. The position peaked at $510K in Q2 2023. 288 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

  • Retirement Planning Group (Kansas) held 4,654 shares of iShares US Consumer Staples ETF worth $338K as of Q2 2026.
  • Retirement Planning Group (Kansas) bought 19 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $1.36K.
  • iShares US Consumer Staples ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #404 holding.
  • Retirement Planning Group (Kansas) first reported a position in iShares US Consumer Staples ETF in Q2 2023 and has held it in 6 quarters since.
  • Retirement Planning Group (Kansas)'s iShares US Consumer Staples ETF position peaked at $510K in Q2 2023.
  • 288 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.