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S&A Financial Services’s iShares US Consumer Staples ETF IYK Stock Holding History

S&A Financial Services’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 		$1.47M Sell
20,173
-710
-3% -$50.7K 0.89% 30
2026
Q1 		$1.46M Buy
+20,883
New +$1.5M 1% 29

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

S&A Financial Services's IYK Position: Q2 2026 in Review

S&A Financial Services reduced its iShares US Consumer Staples ETF (IYK) stake by 3.4% in Q2 2026, selling an estimated $50.7K and leaving 20,173 shares worth $1.47M. The position accounts for 0.89% of the portfolio, ranked #30.

S&A Financial Services first reported a position in IYK in Q1 2026 and has held it in 2 quarters since. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

  • S&A Financial Services held 20,173 shares of iShares US Consumer Staples ETF worth $1.47M as of Q2 2026.
  • S&A Financial Services sold 710 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $50.7K.
  • iShares US Consumer Staples ETF made up 0.89% of S&A Financial Services's portfolio in Q2 2026, its #30 holding.
  • S&A Financial Services first reported a position in iShares US Consumer Staples ETF in Q1 2026 and has held it in 2 quarters since.
  • 286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on S&A Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.