Scotia Capital’s iShares US Consumer Staples ETF IYK Stock Holding History

Scotia Capital’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	$259K	Sell	3,697 -6,816	-65%	-$490K	﹤0.01%	798
2025 Q4	$704K	Sell	10,513 -7,506	-42%	-$509K	﹤0.01%	610
2025 Q3	$1.23M	Buy	18,019 +15,122	+522%	+$1.06M	0.01%	531
2025 Q2	$204K	Hold	2,897	–	–	﹤0.01%	799
2025 Q1	$207K	Buy	+2,897	New	+$197K	﹤0.01%	778
2024 Q4	–	Sell	-2,897	Closed	-$204K	–	894
2024 Q3	$204K	Buy	+2,897	New	+$200K	﹤0.01%	778
2024 Q2	–	Sell	-3,042	Closed	-$206K	–	860
2024 Q1	$206K	Sell	3,042 -120	-4%	-$7.82K	﹤0.01%	761
2023 Q4	$202K	Buy	+3,162	New	+$197K	﹤0.01%	743
2023 Q2	–	Sell	-3,012	Closed	-$200K	–	812
2023 Q1	$200K	Hold	3,012	–	–	﹤0.01%	719
2022 Q4	$204K	Buy	+3,012	New	+$198K	﹤0.01%	714
2015 Q1	–	Sell	-39,195	Closed	-$1.37M	–	630
2014 Q4	$1.37M	Buy	+39,195	New	+$1.34M	0.04%	255

Other funds holding IYK

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Scotia Capital's IYK Position: Q1 2026 in Review

Scotia Capital reduced its iShares US Consumer Staples ETF (IYK) stake by 65% in Q1 2026, selling an estimated $490K and leaving 3,697 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Scotia Capital first reported a position in IYK in Q4 2014 and has held it in 11 quarters since. The position peaked at $1.37M in Q4 2014. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

Scotia Capital held 3,697 shares of iShares US Consumer Staples ETF worth $259K as of Q1 2026.
Scotia Capital sold 6,816 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $490K.
iShares US Consumer Staples ETF made up ﹤0.01% of Scotia Capital's portfolio in Q1 2026, its #798 holding.
Scotia Capital first reported a position in iShares US Consumer Staples ETF in Q4 2014 and has held it in 11 quarters since.
Scotia Capital's iShares US Consumer Staples ETF position peaked at $1.37M in Q4 2014.
290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Scotia Capital's 13F filing for Q1 2026, filed 13 May 2026.