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

Retirement Planning Group (New York)’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	$412K	Buy	5,676 +10	+0.2%	+$715	0.22%	66
2026 Q1	$397K	Sell	5,666 -753	-12%	-$54.1K	0.26%	61
2025 Q4	$430K	Sell	6,419 -273	-4%	-$18.5K	0.29%	54
2025 Q3	$458K	Sell	6,692 -60	-0.9%	-$4.19K	0.34%	51
2025 Q2	$476K	Sell	6,752 -543	-7%	-$38.2K	0.42%	45
2025 Q1	$522K	Sell	7,295 -224	-3%	-$15.2K	0.53%	39
2024 Q4	$493K	Buy	+7,519	New	+$517K	0.54%	37

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

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

Retirement Planning Group (New York) increased its iShares US Consumer Staples ETF (IYK) stake by 0.18% in Q2 2026, buying an estimated $715 and bringing the position to 5,676 shares worth $412K. The position accounts for 0.22% of the portfolio, ranked #66.

Retirement Planning Group (New York) first reported a position in IYK in Q4 2024 and has held it in 7 quarters since. The position peaked at $522K in Q1 2025. 287 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Retirement Planning Group (New York) held 5,676 shares of iShares US Consumer Staples ETF worth $412K as of Q2 2026.
Retirement Planning Group (New York) bought 10 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $715.
iShares US Consumer Staples ETF made up 0.22% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #66 holding.
Retirement Planning Group (New York) first reported a position in iShares US Consumer Staples ETF in Q4 2024 and has held it in 7 quarters since.
Retirement Planning Group (New York)'s iShares US Consumer Staples ETF position peaked at $522K in Q1 2025.
287 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.